Pelham Smithers Associates Ltd - PSA Today 25 Mar: Moving parts / Compact camera Jan ASPs / Nippon Sanso cuts guidance /Feb European auto sales / Timee surges / Chugai, Lunsumio / GNI board woes – Nikkei 225 +0.46% | ¥$150.70

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Nia Dokova
Pelham Smithers
Thao Nguyen

PSA Today 25 Mar: Moving parts / Compact camera Jan ASPs / Nippon Sanso cuts guidance /Feb European auto sales / Timee surges / Chugai, Lunsumio / GNI board woes – Nikkei 225 +0.46% | ¥$150.70

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nugyen and Nia Dokova
Tags: Nexon (3659 JT), Konami (9766 JT), CyberAgent (4751 JT), DeNA (2432 JT), Amvis (7071 JT), CUC Inc (9158 JT), Sunwels (9229 JT), Kaneka (4118 JT), NEC Corp (6701 JT), Nxera Pharma (4565 JT), Tempero Bio (pvt), Sony (6758 JT), Canon (7751 JT), Nikon (7731 JT), Nippon Sanso Holdings (4091 JT), Timee (215A JT), Recruit Holdings (6098 JT), Mercari (4385 JT), VW (VOW GR), Tesla (TSLA US), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Chugai Pharmaceutical (4519 JT) Genentech (pvt), GNI Group (2160 JT), Gyre (GYRE US), Pulmatrix (PULM US)
Main Points
 Japan shares close higher, but gains limited by HK equities, JGB sell-off
 Compact camera ASPs hit record high in January
 Nippon Sanso cuts FY24 guidance on failed hydrogen project
 Feb European auto sales down -3.1% YoY on weak demand for petrol cars
 Timee surges as Recruit discontinues development of a spot work service
 Chugai shares rise on Lunsumio update
 GNI Group CFO resigns

25/03/2025 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

Nia Dokova

Pelham Smithers

Thao Nguyen

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PSA Today 25 Mar: Moving parts / Compact camera Jan ASPs / Nippon Sanso cuts guidance /Feb European auto sales / Timee surges / Chugai, Lunsumio / GNI board woes – Nikkei 225 +0.46% | ¥$150.70

PSA Tire & Rubber: Bridgestone (5108 JT) Opportunities and Risks for FY25

PSA Today 24 Mar: Market lower despite property stock interest / Video games round-up / Nidec's AI data centre equipment ramp-up – Nikkei -0.18% | ¥$149.64

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