Pelham Smithers Associates Ltd - PSA Today 28 Nov: Cyclical breather day / Genki macro / Nintendo Switch2 games ramping up nicely / Strong Robotics / DeCurret, Japan Post Bank / Koshidaka Oct KPIs - Nikkei 225 +0.17%

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 28 Nov: Cyclical breather day / Genki macro / Nintendo Switch2 games ramping up nicely / Strong Robotics / DeCurret, Japan Post Bank / Koshidaka Oct KPIs - Nikkei 225 +0.17%

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada
Tags: Mitsui E&S (7003 JT), Okuma (6103 JT), Kioxia (285A JT), Kokusai Electric (6525 JT), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), JX Advanced Metals (5016 JT), Kokusai Electric (6525 JT), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), Nintendo (7974 JT), Nexon (3659 JT), Tri Chemical Laboratories (4369 JT), Timee (215A), Canon (7751 JT), Canon Electronics (7739 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Yaskawa Electric (6505 JT), Fujitsu (6702 JT), Nvidia (NVDA US), Harmonic Drive Systems (6324 JT), Nabtesco (6268 JT), Mitsubishi Electric (6503 JT), DMG Mori (6141 JT), Japan Post Bank (7182 JT), IIJ (3774 JT), DeCurret, Shinoken Group, Koshidaka Holdings (2157 JT)
Main Points
 Cyclical day for Japan shares on strong industrial production numbers
 Economics data for October better than feared
 Nintendo dominates the Japan weekly charts as Switch 2 game sales ramp up
 Q4 Automation: Robotics strength
 DeCurret swift to collaborate with Japan Post Bank
 Koshidaka KPIs for October

28/11/2025 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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 28 Nov: Cyclical breather day / Genki macro / Nintendo Switch2 games ramping up nicely / Strong Robotics / DeCurret, Japan Post Bank / Koshidaka Oct KPIs - Nikkei 225 +0.17%

The PSA Research Round-Up for the Week to 28 Nov 2025

PSA Autos / New Mobility: Automakers - No Reprieve in FY25 H2

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