- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
PSA Today 19 Feb: Tariff worries still / Intel break-up? IC, SPE names / GTA6 chatter / Nidec, Makino Milling, machine tool industry / Strong Giftee shares / Tourism stocks – Nikkei 225 -0.27% | ¥$151.76
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Hiroyuki TeradaTags: Shiseido (4911 JT), Keisei Electric Railway (9009 JT), Rakuten (4755 JT), Kioxia (285A JT), Screen Holdings (7735 JT), Renesas (6723 JT), Intel (INTC US), TSMC (2330 TT), Broadcom (AVGO US), Nintendo (7974 JT), Niantic (pvt), Scopely (pvt), Capcom (9697 JT), Toyota Motor (7203 JT), LG Energy Solution (373220 KS), General Motors (GM US), Nissan Motor (7201 JT), Honda Motor (7267 JT), Fujifilm Holdings (4901 JT), Nippon Electric Glass (5214 JT), Mitsubishi UBE Cement Corp, Mitsubishi Materials (5711 JT), UBE Corp (4208 JT), Nikon (7731 JT), ASML (ASML NA), Sony (6758 JT), Take Two (TTWO US), Rockstar, Microsoft (MSFT US), Corsair (CRSR US), Nidec (6594 JT), Makino Milling Machine (6135 JT), Giftee (4449 JT), LY Corp (4689 JT), BEENOS (3328 JT), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), Kakuyasu Group (7686 JT)
Main Points
Japan shares slide as tariff speculation continues
Implications for Japanese IC / SPE names of an Intel break-up
Speculation that GTA6 will land in November, come to PC in early 2026
Nidec submits answers to Makino Milling’s second questionnaire
Giftee shares reach a one-year high
January inbound tourists to Japan +41%
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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