PSA Today 15 Jan: Rotation into cyclicals / Politics at play again / Sega Sammy's strategy / Results for Sansan, Money Forward, BayCurrent, Shift – Nikkei 225 -0.42% | ¥$158.56
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Lindsay WhippTags: Daiichi Kigenso (4082 JT), Toyo Engineering (6330 JT), Envipro (5698 JT), Rasa Corp (3023 JT), Toho Zinc (5707 JT), Fuji Die (6167 JT), Mitsui Kinzoku (5706 JT), ARE Holdings (5857 JT), Dowa Mining (5714 JT), Mitsui & Co (8031 JT), Iwatani Corp (8088 JT), Mitsubishi Corp (8058 JT), Advantest (6857 JT), Disco (6146 JT), Renesas (6723 JT), Kioxia (285A JT), JX Advanced Metals (5016 JT), Shin-Etsu Chemical (4063 JT), TDK (6762 JT), Hoya Corp (7741 JT), Samsung Electronics (005930 KS), S&S Tech Corp (101490 KS), Ryohin Keikaku (7453 JT), BayCurrent (6532 JT), Sansan (4443 JT), Toho (9602 JT), Money Forward (3994 JT), Shift (3697 JT), Toyota Industries (6201 JT), Toyota Motor (7203 JT), Sega Sammy (6460 JT), Nintendo (7974 JT), Microsoft (MSFT US), Anthropic (pvt), Sumitomo Mitsui Banking Group (8316 JT), Nisseicom, Ltd. (pvt), Nissei Holdings Inc. (pvt)
Main Points
Rotation into cyclicals sends Topix to record high as Nikkei 225 falls back
Japanese politics spins again
Sega Sammy opts not to use game key cards for Switch 2 version of Sonic game
Sansan sees cost efficiencies from AI implementation helping FY25 Q2 OP significantly outperform
Money Forward: Top end of FY26 guidance is OP positive for first time
BayCurrent FY25 Q3 misses OP consensus estimates but beats on sales
Shift misses FY26 Q1 consensus estimates, plans large acquisition and announces share buyback
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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