Pelham Smithers Associates Ltd - PSA Today 17 Nov: China spat offsets tech rebound / Q3 GDP / Notable games / Promulgating perovskite tech / Giftee, Appier Q3s / Park 24 Oct KPIs – Nikkei 225 -0.10% | ¥$154.73

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 17 Nov: China spat offsets tech rebound / Q3 GDP / Notable games / Promulgating perovskite tech / Giftee, Appier Q3s / Park 24 Oct KPIs – Nikkei 225 -0.10% | ¥$154.73

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada
Tags: Dexerials (4980 JT), Kokusai Electric (6525 JT), Towa Corp (6315 JT), Mitsui Kinzoku (5706 JT), Japan Steel Works (5631 JT), Ibiden (4062 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Sony (6758 JT), Rohm (6963 JT), Socionext (6526 JT), Sanken (6707 JT), Renesas (6723 JT), Kioxia (285A JT), SanDisk (SNDK US), Isetan Mitsukoshi (3099 JT), Shiseido (4911 JT), Ryohin Keikaku (7453 JT), Sanrio (8136 JT), Sharp (6753 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Nidec (6594 JT), Sumitomo Mitsui Financial Group (8316 JT), Net Protections (7383 JT), Appier (4180 JT), Sega Sammy (6460 JT), Nintendo (7974 JT), (CD Projekt (CDR PW), Koei Tecmo (3635 JT), TPC (pvt), Kaneka (4118 JT), Nippon Electric Glass (5214 JT), Konica Minolta (4902 JT), Giftee (4449 JT), Park24 (4666 JT)
Main Points
 Japan shares slide as China tensions, results offset tech rebound
 Japan 2025 Q3 GDP -0.4% QoQ
 Football Manager 26 tops European sales charts, Hyrule Warriors 4th
 Sharp and others advance perovskite solar cell tech
 Giftee maintains FY25 guidance
 Appier misses FY25 Q3 consensus estimates
 Park24: Domestic Parking is solid, equity finance risk disappears

17/11/2025 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Autos / Electronic Components: Nidec (6594 JT) Accounting Crisis Widens, FY25 Q1 OP & NP Lowered

Nidec’s revised FY25 Q1 earnings include large accounting related adjustments. While the investigation into accounting irregularities is ongoing, the newly booked special losses indicate that material changes in financial statements are still possible. Analyst Julie Boote outlines a variety of potential consequences arising from Nidec’s accounting crisis.

54m 54m 1 EN

Hiroyuki Terada ... (+7)

Hiroyuki Terada
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The PSA Research Round-Up for the Week to 14 Nov 2025

Weekly Comment Summary The video game industry has grown into a US$200bil behemoth on the back of cheap memory chips. That “cheapness” is suddenly at risk as the AI industry hoovers up the world’s commodity semiconductors., says Pelham Smithers. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Anicom FY25 1H Ahead of Plan 2. M&A Capital Partners (6080 JT): Giant Deals Seem to Be in Pipeline 3. SBI Holdings (8473 JT) to IPO SBI Shinsei Bank 4. Toyota Industries (6201 JT) More Pressure on Toyota Group as Elliott Mgt Steps In Compan...

November 14, 2025 November 14, 2025 1 EN

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PSA Today 17 Nov: China spat offsets tech rebound / Q3 GDP / Notable games / Promulgating perovskite tech / Giftee, Appier Q3s / Park 24 Oct KPIs – Nikkei 225 -0.10% | ¥$154.73

PSA Autos / Electronic Components: Nidec (6594 JT) Accounting Crisis Widens, FY25 Q1 OP & NP Lowered

The PSA Research Round-Up for the Week to 14 Nov 2025

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