Pelham Smithers Associates Ltd - PSA Today 17 Feb: Eyes on bonds and yen / Japans Q4 GDP / Video games round-up / Bridgestone: its complicated / Olympus spaghetti / Park 24 Jan KPIs – Nikkei 225 +0.06% | ¥$151.63

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 17 Feb: Eyes on bonds and yen / Japan's Q4 GDP / Video games round-up / Bridgestone: it's complicated / Olympus spaghetti / Park 24 Jan KPIs – Nikkei 225 +0.06% | ¥$151.63

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Hiroyuki Terada and Nia Dokova
Tags: Sony (6758 JT), Mitsubishi UFJ (8306 JT), Hitachi (6501 JT), PKSHA (3993 JT), Appier (4180 JT), Dentsu (4324 JT), Olympus (7733 JT), Sanrio (8136 JT), Daifuku (6383 JT), Kioxia (285A JT), Bridgestone (5108 JT), Disney (DIS US), SRE Holdings (2980 JT), Nintendo (7974 JT), Koei Tecmo (3635 JT), Take Two (TTWO US), Embracer (EMBRACB SS), Valve (pvt), Capcom (9697 JT), Konami (9766 JT), Crytek (pvt), Nexon (3659 JT), Amazon (AMZ US), Sysmex (6869 JT), Park24 (4666 JT)
Main Points
 Japan shares little changed as GDP numbers send JGB yields and yen higher
 Japan Q4 GDP +0.7% QoQ, +2.8% annualized, ahead of expectations
 Video games round-up
 Bridgestone FY24 Q4 profits miss estimates; announces large share buyback
 Daifuku closes limit up +15.9%
 Olympus announces reorganisation as Q3 OP and full-year FY24 downward revision miss consensus
 Park24 January JPIs ahead of plan

17/02/2025 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

Julie Boote

Nia Dokova

Pelham Smithers

William Nestuk

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PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova Tags: Yaskawa Electric (6506 JT), Fanuc (6954 JT), TDK (6762 JT), Murata (6981 JT), Apple (AAPL US), Renesas (6723 JT), Fujikura (5803 JT), Appier (4180 JT), NTT Data (9613 JT), OpenAI (pvt), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Rakuten (4755 JT), AST SpaceMobile (ASTS US), Sega Sammy (6460 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Konami (9766 JT), Marvelous (7844 JT), Square Enix (9684 JT), Sony (6758 JT), Nidec (6594 JT), Sumitomo Rubber ...

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PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

In the last month, Nintendo has unveiled the Switch 2 and has set the launch date [5 Jun] and the launch price [US$449.99], all the while handling tariff uncertainty. It has done a decent job on all fronts. The console is currently selling at a premium on ebay.co.uk and the games like Mario Kart World have got the thumbs-up from influencers and commentators. However, while we like the third-party element, which should boost the lifetime tie-ratio, we are uncertain over whether there is enough wow factor with the new system for it to take Nintendo to a whole new level. While we see the Switch 2...

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PSA Today 17 Feb: Eyes on bonds and yen / Japan's Q4 GDP / Video games round-up / Bridgestone: it's complicated / Olympus spaghetti / Park 24 Jan KPIs – Nikkei 225 +0.06% | ¥$151.63

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

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