Pelham Smithers Associates Ltd - PSA Today 2 Oct: Tech boosts Nikkei 225 / Kioxia, Nvidia and superfast SSDs / US Sep auto sales; Toyota outperforms – Nikkei 225 +0.87% | ¥$147.19

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers

PSA Today 2 Oct: Tech boosts Nikkei 225 / Kioxia, Nvidia and superfast SSDs / US Sep auto sales; Toyota outperforms – Nikkei 225 +0.87% | ¥$147.19

PSA Today Japan Market Comment by Pelham Smithers and Julie Boote
Tags: OpenAI (pvt), SpaceX (pvt), Samsung Electronics (005930 KS), SK Hynix (000660 KS), AMD (AMD US), Disco (6146 JT), Intel (INTC US), Kokusai Electric (6525 JT), Towa Corp (6315 JT), MEC (4971 JT), Resonac (4004 JT), Sumco (3436 JT), Hoya (7741 JT), Tokyo Ohka Kogyo (4186 JT), Dexerials (4980 JT), Kioxia (285A JT), SanDisk (SNDK US), Nvidia (NVDA US), Daiichi Sankyo (4568 JT), TEPCO (9501 JT), SoftBank Group (9984 JT), Arm Holdings (ARM US), Asteria (3853 JT), Money Forward (3994 JT), Trend Micro (4704 JT), Shift (3697 JT), Sansan (4443 JT), Metaplanet (3350 JT), Remixpoint (3825 JT), Subaru (7270 JT), Western Digital (WDC US), Hyundai Motor (005380 KS), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT)
Main Points
 Tech surge spurs Nikkei 225 as broader market continues to plateau
 Kioxia, Nvidia and superfast SSDs
 September US auto sales rise: Toyota outperforms

02/10/2025 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

Julie Boote

Pelham Smithers

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PSA Today 2 Oct: Tech boosts Nikkei 225 / Kioxia, Nvidia and superfast SSDs / US Sep auto sales; Toyota outperforms – Nikkei 225 +0.87% | ¥$147.19

PSA Semiconductors: Kioxia (285A JT) - The Technology Behind the Stock's Rally

PSA Professional / HR Services: Recruit Holdings (6098 JT) – Recent Sell-off Presents an Opportunity

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