Pelham Smithers Associates Ltd - PSA Today 27 Feb: Nvidia relief / Capcoms pivotal MHW release / Fujikuras high profile / Mercari YTD high / Sanrio lawsuit / Open Up Group out of UK – Nikkei 225+0.30% | ¥$149.30

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 27 Feb: Nvidia relief / Capcom's pivotal MHW release / Fujikura's high profile / Mercari YTD high / Sanrio lawsuit / Open Up Group out of UK – Nikkei 225+0.30% | ¥$149.30

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki Terada
Tags: Nvidia (NVDA US), Socionext (6526 JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Ibiden (4062 JT), Resonac (4004 JT), Advantest (6857 JT), Seven & I (3382 JT), Couche-Tard (ATD CN), Itochu (8001 JT), PeptiDream (4587 JT), Brother Industries (6448 JT), ANA Holdings (9202 JT), Nissan Motor (7201 JT), Renault (RNO FP), Toyota Motor (7203 JT), Hino Motor (7205 JT), Generation Pass (3195 JT), Blue Innovation (5597 JT), Terra Drone (278A JT), Astroscale (186A JT), Ispace (9348 JT), Capcom (9697 JT), Take two (TTWO US), Nintendo (7974 JT), Disco (6146 JT), Mercari (4385 JT), Timee (215A JT), Sanrio (8136 JT), Comet (pvt), Open Up Group (2154 JT), TechnoPro (6028 JT), Meitec (9744 JT)
Main Points
 Tokyo shares rise as Nvidia results boost data centre plays
 Why Monster Hunter Wilds is such an important video game release
 Fujikura tops trading volume chart
 Mercari reaches a YTD high
 Sanrio issued with copyright infringement suit
 Open Up Group to sell UK subsidiary; adjusts FY25 guidance down

27/02/2025 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

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova Tags: Yaskawa Electric (6506 JT), Fanuc (6954 JT), TDK (6762 JT), Murata (6981 JT), Apple (AAPL US), Renesas (6723 JT), Fujikura (5803 JT), Appier (4180 JT), NTT Data (9613 JT), OpenAI (pvt), Nintendo (7974 JT), Konami (9766 JT), Bandai Namco (7832 JT), Rakuten (4755 JT), AST SpaceMobile (ASTS US), Sega Sammy (6460 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Konami (9766 JT), Marvelous (7844 JT), Square Enix (9684 JT), Sony (6758 JT), Nidec (6594 JT), Sumitomo Rubber ...

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PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

In the last month, Nintendo has unveiled the Switch 2 and has set the launch date [5 Jun] and the launch price [US$449.99], all the while handling tariff uncertainty. It has done a decent job on all fronts. The console is currently selling at a premium on ebay.co.uk and the games like Mario Kart World have got the thumbs-up from influencers and commentators. However, while we like the third-party element, which should boost the lifetime tie-ratio, we are uncertain over whether there is enough wow factor with the new system for it to take Nintendo to a whole new level. While we see the Switch 2...

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PSA Today 27 Feb: Nvidia relief / Capcom's pivotal MHW release / Fujikura's high profile / Mercari YTD high / Sanrio lawsuit / Open Up Group out of UK – Nikkei 225+0.30% | ¥$149.30

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

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