Pelham Smithers Associates Ltd - PSA Today 21 Feb: Subdued ahead of long weekend / Macro: economy up, also inflation / Consortium of investors eyeing Nissan / Central Glass PFAS-free ArF resists / Anicom Jan KPIs – Nikkei 225 +0.26% | ¥$150.63

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Pelham Smithers

PSA Today 21 Feb: Subdued ahead of long weekend / Macro: economy up, also inflation / Consortium of investors eyeing Nissan / Central Glass PFAS-free ArF resists / Anicom Jan KPIs – Nikkei 225 +0.26% | ¥$150.63

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Hiroyuki Terada
Tags: Alibaba (BABA US), Bilibili (BILI US), Subaru (7270 JT), Denso (6902 JT), Olympus (7733 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Tesla (TSLA US), Capcom (9697 JT), Bandai Namco (7832 JT), Sony (6758 JT), Nintendo (7974 JT), DeNA (2432 JT), Chugai Pharmaceutical (4519 JT), Eli Lilly (LLY US), Shionogi (4507 JT), Terra Drone (278A JT), Blue Innovation (5597 JT), Microsoft (MSFT US), Laboro AI (5586 JT), Datasection (3905 JT), Generation Pass (3195 JT), Hon Hai (2317 TT), Honda Motor (7267 JT), Central Glass (4044 JT), Anicom (8715 JT)
Main Points
 Tokyo shares close marginally higher ahead of long weekend
 Economic data shows Japan economy accelerating, inflation an issue
 Nissan shares surge on consortium investment news
 Central Glass develops PFAS-free ArF resists
 Anicom January KPIs

21/02/2025 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

Pelham Smithers

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The PSA Weekly Research Round-Up for the Week to 21 February 2025

Weekly Comment Summary One problem emerging from Japan’s 35-year dormancy. Numbers are a lot bigger than when Japan went to sleep in 1990, and sacking people for “losing” ¥1.9tril (US$12.7bil) is not necessarily practical, let alone a good idea. Pelham Smithers discusses PSA in the Press PSA electronics materials analyst Joel Scheiman is cited in the following two Bloomberg articles on 17 Feb: Kioxia Shares Jump After Returning to 9-month Operating Profit Kioxia Shares Rally on Profit in First Earnings Report Since IPO. PSA Company Visits, Tours and Interviews Visited: Lilycolor (9827 JT...

February 21, 2025 February 21, 2025 1 EN

Julie Boote ... (+5)

Julie Boote
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PSA Today 20 Feb: Inflation, rates, yen focus / 4% inflation? / The Last of Us Season 2 / Auto import tariff risks / Nabtesco circumspect / Weak domestic plays / MF in India – Nikkei 225 -1.24% | ¥$150.16

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp Tags: Subaru (7270 JT), Nissan Motor (7201 JT), Komatsu (6301 JT), Panasonic (6752 JT), Nintendo (7974 JT), TDK (6762 JT), Nidec (6594 JT), Shiseido (4911 JT), ANA (9202 JT), Tepco (9501 JT), Microsoft (MSFT US), Renesas (6723 JT), Socionext (6526 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), ExaWizards (4259 JT), Datasection (3905 JT), AI Robotics (247A JT), Blue Innovation (5597 JT), Liberaware (218A JT), Terra Drone (278A JT), GNI Group (2160 JT), Suzuki Motor (7269 JT), Sony...

February 20, 2025 February 20, 2025 1 EN

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PSA Today 21 Feb: Subdued ahead of long weekend / Macro: economy up, also inflation / Consortium of investors eyeing Nissan / Central Glass PFAS-free ArF resists / Anicom Jan KPIs – Nikkei 225 +0.26% | ¥$150.63

The PSA Weekly Research Round-Up for the Week to 21 February 2025

PSA Today 20 Feb: Inflation, rates, yen focus / 4% inflation? / The Last of Us Season 2 / Auto import tariff risks / Nabtesco circumspect / Weak domestic plays / MF in India – Nikkei 225 -1.24% | ¥$150.16

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