- Julie Boote
- Nicky Karanasou-Demertzi
- Pelham Smithers
PSA Today 10 Mar: Bounce / CY25 Q4 GDP / Mixed picture for mobile gaming / AI bottleneck stocks – considering JX Advanced Metals / Petrochem producers already impact from Middle East already evident / Mazda's struggles – Nikkei 225 +2.88%
PSA Today Japan Market Comment by Pelham Smithers, Nicky Karanasou-Demertzi, Joel Scheiman and Julie BooteTags: Tokyo Ohka Kogyo (4186 JT), Nitto Boseki (3110 JT), CyberAgent (4751 JT), Nintendo (7974 JT), Sega Sammy (6460 JT), Anycolor (5032 JT), Toei (9605 JT), Toho (9602 JT), LY Corp (4689 JT) Mercari (4385 JT), Zozo (3092 JT), Askul (2678 JT), Cosmos Pharmaceutical (3349 JT), Modec (6269 JT), K&O Energy Group (1663 JT), Osaka Gas (9532 JT), Mitsubishi Chemical (4188 JT), Rohm (6963 JT), Denso (6902 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), Konami (9766 JT), Nexon (3659 JT), Dena (2432 JT), JX Advanced Metals (5016 JT), Nvidia (NVDA US), Anritsu (6754 JT), AXT (AXTI US), Sumitomo Electric (5802 JT), Coherent (COHR US), Mitsubishi Chemical Group (4188 JT), Mitsui Chemicals (4183 JT), Sumitomo Chemical (4005 JT), Idemitsu Kosan (5019 JT), Mazda Motor (7261 JT)
Main Points
Lower oil prices spur market bounce as participants look to escapist shares
Japan 2025 Q4 GDP revised up
Japan mobile gaming sees mixed picture
AI bottleneck stocks: opportunity to buy or “Emperor’s new clothes”? – A look at JX Advanced Metals
Japan’s petrochemical producers already affected by Middle East War
Mazda set to struggle reaching its FY25 Q4 sales target
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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