Pelham Smithers Associates Ltd - PSA Today 8 Oct: Political headwinds / Unhelpful wage data / Podcast presager of Alien : Isolation sequel? / Truck maker tariff chaos / Treasure Factory macro opportunity / Revisiting Cover Corp – Nikkei 225 -0.45% | ¥$152.47

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 8 Oct: Political headwinds / Unhelpful wage data / Podcast presager of Alien : Isolation sequel? / Truck maker tariff chaos / Treasure Factory macro opportunity / Revisiting Cover Corp – Nikkei 225 -0.45% | ¥$152.47

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Hiroyuki Terada
Tags: Rakuten Bank (5838 JT), SBI Holdings (8473 JT), IHI (7013 JT), MHI (7011 JT), Tokyo Electron (8035 JT), Disco (6146 JT), NEC Corp (6701 JT), Mitsubishi Electric (6503 JT), Fujikura (5803 JT), Sumitomo Metal Mining (5713 JT), Mitsubishi Materials (5711 JT), Mitsui Kinzoku (5706 JT), Toho Zinc (5707 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Sega Sammy (6460 JT), CD Project (CDR PW), Disney (DIS US), Capcom (9697 JT), Sony (6758 JT), Hino Motors (7205 JT) Isuzu Motor (7202 JT), Treasure Factory (3093 JT), ABC Mart (2670 JT), United Arrows (7606 JT), Fast Retailing (9983 JT), Cover Corp (5253 JT), Anycolor (5032 JT)
Main Points
 Mixed session for Japanese shares as Takaichi runs into political headwinds
 Wage data a reminder of Japan’s cost of living issue
 Devs discussing Alien: Isolation – just random, or evidence sequel getting close?
 Truck makers face US import tariff uncertainty
 Treasure Factory reports solid September KPIs
 A strong day for Cover Corp

08/10/2025 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

Other Reports from Pelham Smithers Associates Ltd

Pelham Smithers

Pelham Smithers

PSA Technology: Japan’s AI / DC List as AI Robotics Moves Closer to Reality

With the deal between Nvidia, Fujitsu and Yaskawa Electric on the one hand, and with SoftBank Group buying the robotics arm of ABB on the other, the AI story appears finally to be moving on, from being about a closed feedback loop between AI chip / server / data centre providers and hyperscalers / LLM solution providers, to one that incorporates edge computing and other non-data centre hardware. Pelham Smithers discusses the AI technology inftrastucture and the related plays. SoftBank Group (9984 JT), ABB (ABBN SW), Nvidia (NVDA US), Hitachi (6501 JT), NEC Corp (6701), Sakura Internet (3778 ...

9h / 6m 9h / 6m 1 EN

Hiroyuki Terada ... (+4)

Hiroyuki Terada
Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 9 Oct: Up through 48k again / Takaichi power tussles / An AI/DC list for Japan / Hino to become "Archion"/ BayCurrent Q2 preview / Treasure Factory Q2 – Nikkei 225 +1.77% | ¥$152.99

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Hiroyuki Terada Tags: Omron (6645 JT), Konica Minolta (4902 JT), Softbank Group (9984 JT), ABB (ABBN SW), Nvidia (NVDA US), Fujitsu (6702 JT), Yaskawa Electric (6506 JT), Fujikura (5803 JT), Mitsui Kinzoku (5706 JT), Sumco (3436 JT), Tokyo Electric Power (9501 JT), Fuji Electric (6504 JT), Kioxia (285A JT), SanDisk (SNDK US), C3.ai (AI US), SentinelOne (S US), Qualys (QLYS US), Applied Materials (AMAT US), ASML (ASML NA), Kokusai Electric (6525 JT), Screen Holdings (7735 JT), Tokyo Seimitsu (7729 JT), SBI Holdin...

11h / 49m 11h / 49m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

PSA Today 8 Oct: Political headwinds / Unhelpful wage data / Podcast presager of Alien : Isolation sequel? / Truck maker tariff chaos / Treasure Factory macro opportunity / Revisiting Cover Corp – Nikkei 225 -0.45% | ¥$152.47

PSA Technology: Japan’s AI / DC List as AI Robotics Moves Closer to Reality

PSA Today 9 Oct: Up through 48k again / Takaichi power tussles / An AI/DC list for Japan / Hino to become "Archion"/ BayCurrent Q2 preview / Treasure Factory Q2 – Nikkei 225 +1.77% | ¥$152.99

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe