PSA Today 6 Jan: Nikkei 225 hits record high / 2026 outlook for Japan small caps / Shin-Etsu Chem's conditions improving / Japanese automakers' CY25 Q4 US sales / Timee's accounting period change / Koshidaka FY26 Q1 preview – Nikkei 225 +0
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Hiroyuki TeradaTags: Hitachi (6501 JT), NEC Corp (6701 JT), Mitsubishi Materials (5711 JT), Sumco (3436 JT), Kokusai Electric (6525 JT), Kioxia (285A JT), Ibiden (4062 JT), Sumitomo Electric (5802 JT), Fujikura (5803 JT), Nittestu Mining (1515 JT), Japan Pulp & Paper (8032 JT), Chugai Pharmaceutical (4519 JT), Novo Nordisk (NOVOB DC), Eli Lilly (LLY US), Takashimaya (8233 JT), Shiseido (4911 JT), Chubu EP (9502 JT), Appier (4180 JT), PKSHA (3993 JT), SKY Perfect (9412 JT), Shima Seiki (6222 JT), Shin-Etsu Chemical (4063 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT) Nissan Motor (7201 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Timee (215A JT), Koshidaka Holdings (2157 JT)
Main Points
AI stock rotation, financials and cyclicals drive N225 to record high
Outlook for Japan small caps in 2026
Shin-Etsu Chemical should see conditions improve
Japanese automakers – except Toyota – post declines for CY25 Q4 US sales
Timee to change its accounting period
Koshidaka FY26 Q1 preview
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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