Pelham Smithers Associates Ltd - PSA Today 19 Aug: Post-results, mid-month doldrums / Capcom Monster Hunter Wilds woes / Considering Nidec / Automation notes / Dely retail network – Nikkei 225 -0.38% | ¥$147.86

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 19 Aug: Post-results, mid-month doldrums / Capcom Monster Hunter Wilds woes / Considering Nidec / Automation notes / Dely retail network – Nikkei 225 -0.38% | ¥$147.86

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao Nguyen
Tags: Sanrio (8136 JT), Rakuten Bank (5838 JT), Chugai Pharmaceutical (4519 JT), SoftBank Group (9984 JT), Intel (INTC US), Asteria (3853 JT), Ceres (3696 JT), SBI HD (8473 JT), Metaplanet (3350 JT), Kanto Denka (4047 JT), Capcom (9697 JT), Netflix (NFLX US), Konami (9766 JT), Nidec (6594 JT), Fujikura (5803 JT), Daifuku (6383 JT), Mitsubishi Electric (6503 JT), Nabtesco (6268 JT), ), Fanuc (6954), THK (6481 JT), Keyence (6861 JT), Harmonic Drive Systems (6324 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Omron (6645 JT), Dely (299A JT)
Main Points
 Tokyo shares weaker for choice ahead of Fed Jackson Hold meet
 Capcom continues to have problems with Monster Hunter Wilds
 Is Nidec being reassessed as an AI data centre play?
 Mitsubishi Elec & Daifuku: new highs
 Dely launches Kurashiru Retail Network

19/08/2025 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

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PSA Today 18 Aug: Department stores and pop culture names rally / Anime's turn to assault global pop culture / Suzuki and India tax cuts / Karaoke rooms – Nikkei 225 +0.77% | ¥$147.44

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada Tags: Suzuki Motor (7269 JT), Isetan Mitsukoshi (3099 JT), CyberAgent (4751 JT), Netflix (NFLX US), Sanrio (8136 JT), Sega Sammy (6460 JT), Paradise Co (034230 KS), Toho (9602 JT), Applied Materials (AMAT US), KLA Corp (KLAC US), Lam Research (LRCX US), Lasertec (6920 JT), Kioxia (285A JT), Socionext (6526 JT), Taiyo Yuden (6976 JT), Resonac (4004 JT), Nidec (6594 JT), Rohm (6963 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), NEC Corp (6701 JT) PKSHA (3993 JT), Sony (6758 JT), Kakao (035720 KS), Univers...

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Joel Scheiman
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Lindsay Whipp
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The PSA Research Round-Up for the Week to 15 August 2025

Weekly Comment Summary Nikkei Newspaper Article: Nikkei 225 average to hit ¥48,000 by year-end, says Smithers of Pelham Smithers in the UK PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Autos: Large US Import Tariff Hit Dismissed by Markets 2. Nintendo (7974 JT) – Even More Switched On 3. Moriya Transportation Engineering & Maintenance (6226 JT) – Market Missing GPM Improvement Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Video Games Round-Up 2. Nexon FY25 Q2 OP -17% YoY 3. ...

August 15, 2025 August 15, 2025 1 EN

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PSA Today 19 Aug: Post-results, mid-month doldrums / Capcom Monster Hunter Wilds woes / Considering Nidec / Automation notes / Dely retail network – Nikkei 225 -0.38% | ¥$147.86

PSA Today 18 Aug: Department stores and pop culture names rally / Anime's turn to assault global pop culture / Suzuki and India tax cuts / Karaoke rooms – Nikkei 225 +0.77% | ¥$147.44

The PSA Research Round-Up for the Week to 15 August 2025

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