PSA Today 17 Oct: Global credit concerns fan out / Nintendo's Switch2 ambitions / Good steer from Oracle / Recruit shares flag / Amvis H2 – Nikkei 225 -1.44% | ¥$149.84
PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Hiroyuki TeradaTags: Screen Holdings (7735 JT), SoftBank Group (9984 JT), MHI (7011 JT), Mitsui E&S (7003 JT), BayCurrent (6532 JT), Toho (9602 JT), Nintendo (7974 JT), Tekscend Photomask (429A JT), Tokyo Steel (5423 JT), CD Projekt (CDR PW), Bandai Namco (7832 JT), Fujikura (5803 JT), Oracle (ORCL US), Nvidia (NVDA US), OpenAI (pvt), SEI (5802 JT), Recruit (6098 JT), Amvis (7071 JT)
Main Points
Japan financial stock decline, tech sell-off send Nikkei 225 down -700pts as global credit concerns broaden
Nintendo targeting 25mil Switch 2s to be produced by March 2026
Oracle reassures on margins
Recruit shares fall to one-month low
Amvis FY25 2H affected by investigation
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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