Pelham Smithers Associates Ltd - PSA Today 5 Dec: Edging up / AI in Japan in 2025 / Asahi Kasei and UBE carbonates / Nissan tipping point? / Cable makers / Nxera insomnia drug / Intermestic Nov SSS – Nikkei 225 +0.30% | ¥$149.85

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 5 Dec: Edging up / AI in Japan in 2025 / Asahi Kasei and UBE carbonates / Nissan tipping point? / Cable makers / Nxera insomnia drug / Intermestic Nov SSS – Nikkei 225 +0.30% | ¥$149.85

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Hiroyuki Terada and Nia Dokova
Tags: Isetan Mitsukoshi (3099 JT), Nitori Holdings (9843 JT), Advantest (6857 JT), Daiichi Life (8750 JT), Kumagai Gumi (1861 JT) Fujikura (5803 JT), SWCC (5805 JT), SEI (5802 JT), Sakura Internet (3778 JT), True Data Inc (4416 JT), Welcia (3141 JT), KHI (7012 JT), Japan Steel Works (5631 JT), MHI (7011 JT), Sega Sammy (6460 JT), Paradise Co (034230 KS), Osaka Soda (4046 JT), Recruit (6098 JT), C3.ai (AI US), PKSHA (3993 JT), Open Group (6572 JT), SRE Holdings (2980 JT), Alphabet (GOOGL US), Meta Platforms (META US), Amazon (AMZN US), Netflix (NFLX US), NEC Corp (6701 JT), Hitachi (6501 JT)¸ Canon (7751 JT), Sony (6758 JT), Keyence (6861 JT), Daifuku (6383 JT), Mitsubishi Logisnext (7105 JT), Microsoft (MSFT US), Asahi Kasei (3407 JT), Jiangsu Sailboat Petrochemical (pvt), UBE Corp (4208 JT), Nissan Motor (7201 JT), General Motor (GM US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Furukawa (5801 JT), Hitachi (6501 JT) Intermestic (262A JT), Nxera Pharma (4565 JT), Shionogi (4507 JT), Eisai (4523 JT), Merck (MRK US), Idorsia (IDIA SW), Centessa Pharmaceuticals (CNTA US)
Main Points
 Tokyo shares edge higher as rate hike concerns offset US-linked optimism
 Outlook for AI in Japan in 2025
 Asahi Kasei and UBE: carbonates strategies
 Nissan: More bad news could trigger management changes
 Cable makers still hitting new highs
 Insomnia drug update from Nxera
 Intermestic’s November same store sales gain +17% YoY

05/12/2024 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

Nia Dokova

Pelham Smithers

William Nestuk

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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 5 Dec: Edging up / AI in Japan in 2025 / Asahi Kasei and UBE carbonates / Nissan tipping point? / Cable makers / Nxera insomnia drug / Intermestic Nov SSS – Nikkei 225 +0.30% | ¥$149.85

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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