Pelham Smithers Associates Ltd - PSA Today 28 Feb: Severe Nvidia backlash / Opportunities amid Japans labour shortage / Two-speed economy / Considering TIS / Nxera agreements – Nikkei 225 -2.88% | ¥$149.97

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Nia Dokova
Pelham Smithers
Thao Nguyen

PSA Today 28 Feb: Severe Nvidia backlash / Opportunities amid Japan's labour shortage / Two-speed economy / Considering TIS / Nxera agreements – Nikkei 225 -2.88% | ¥$149.97

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Nia Dokova
Tags: Nvidia (NVDA US), Nomura Research Institute (4307 JT), Disco (6146 JT), Advantest (6857 JT), Lasertec (6920 JT), Fujikura (5803 JT), Socionext (6526 JT), SoftBank Group (9984 JT), Furukawa Electric (5801 JT), Tokyo Electric Power (9501 JT), Seven & I (3382 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Suzuki Motor (7269 JT), Hino Motors (7205 JT), Timee (215A), Mercari (4385 JT), TIS Inc (3626 JT), NTT Data (9613 JT), IIJ (3774 JT), Nxera Pharma (4565 JT), Holling Bio-Pharma Corp (pvt), Idorsia Pharmaceuticals (IDIA SW), Shionogi (4507 JT), Viatris (VTRS US)
Main Points
 Japan shares slump on Nasdaq sell-off
 Latest Japan data underscores two-speed nature of economy
 Japan’s population decline accelerates, putting spotlight on labour shortage
 TIS market cap moving towards ¥1tril again
 Nxera announces two new agreements

28/02/2025 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

Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

Thao Nguyen

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PSA Today 28 Feb: Severe Nvidia backlash / Opportunities amid Japan's labour shortage / Two-speed economy / Considering TIS / Nxera agreements – Nikkei 225 -2.88% | ¥$149.97

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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