Pelham Smithers Associates Ltd - PSA Today 7 Mar: Sell-off on tariff jitters, yen strength, US / Nintendo woes / UBE in flux / Treasure Factorys Feb KPIs – Nikkei 225 -2.17% | ¥$147.57

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 7 Mar: Sell-off on tariff jitters, yen strength, US / Nintendo woes / UBE in flux / Treasure Factory's Feb KPIs – Nikkei 225 -2.17% | ¥$147.57

PSA Today Japan Market Comment by Pelham Smithers, Joel Schieman, William Nestuk, Thao Nguyen and Hiroyuki Terada
Tags: Nintendo (7974 JT), Konami (9766 JT), DeNA (2432 JT), Sony (6758 JT), Asics (7936 JT), Tomy (7867 JT), MHI (7011 JT), Japan Steel Works (5631 JT), KHI (7012 JT), Marvell (MRVL US), Broadcom (AVGO US), Fujikura (5803 JT), Sakura Internet (3778 JT), PKSHA (3993 JT), Kioxia (285A JT), Nikon (7731 JT), Kose (4922 JT), Kokusai Electric (6525 JT), Net Protections (7383 JT), GMO Payment Gateway (3769 JT), Smaregi (4431 JT), UBE Corp (4208 JT), Lanxess AG (LXS GR), Maxell (6810 JT), Shibaura Machine (6104 JT), Shionogi (4507 JT), Treasure Factory (3093 JT)
Main Points
 Nikkei 225 slumps on tariff jitters, yen strength, US concerns
 Tariffs are a problem for Nintendo, but are not its only problem
 UBE Corp – businesses in flux
 Treasure Factory February KPIs

07/03/2025 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

Hiroyuki Terada

Joel Scheiman

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 7 Mar: Sell-off on tariff jitters, yen strength, US / Nintendo woes / UBE in flux / Treasure Factory's Feb KPIs – Nikkei 225 -2.17% | ¥$147.57

The PSA Weekly Research Round-Up for the Week to 7 March 2025

PSA Specialty Retail: Intermestic (262A JT) – The Price Hike Drives SSS by +3%

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