PSA Today 9 Feb: New highs / Takaichi's landslide win / Cash earnings / Video games round-up / Results for TOK, Dexerials, KHI+5:1 stock split, Fujikura, DTS, Kyoritsu Maintenance / MCAP mtg / Treasure Factory Jan KPIs – Nikkei 225 +3.89

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Nicky Karanasou-Demertzi, Lindsay Whipp and Hiroyuki Terada
Tags: Advantest (6857 JT), Disco (6146 JT), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Sumitomo Electric (5802 JT), Ibiden 4062 JT), Mitsui Kinzoku (5706 JT), Kinden (1944 JT), Nitto Boseki (3110 JT), Sony (6758 JT), Nissan Motor (7201 JT), Mitsubishi UFJ Financial Group (8306 JT), SMFG (8316 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), KDDI (9433 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Anthropic (pvt), Sansan (4443 JT), Internet Initiative Japan (3774 JT), Shift (3697 JT), Money Forward (3994 JT), DTS (9682 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Capcom (9697 JT), Netflix (NFLX US), Nexon (3659 JT), Valve(pvt), Tokyo Ohka Kogyo (4186 JT), Nvidia (NVDA US), SK Hynix (000660 KS), Samsung Electronics (005930 KS), Dongjin Semichem (005290 KS), Dexerials (4980 JT), KHI (7012 JT), MHI (7011 JT), IHI (7013 JT), Kyoritsu Maintenance (9616 JT), M&A Capital Partners (6080 JT), Treasure Factory (3093 JT)
Main Points
 Nikkei 225 soars on Takaichi win, US tech rally
 Takaichi gets her landslide win
 Cash earnings +2.4% YoY in December
 Video games round-up
 Tokyo Ohka Kogyo guides for +10% OP growth in FY26 (Dec)
 Dexerials FY25 Q3 OP +11 YoY%, below consensus
 KHI soars on 5:1 stock split
 Fujikura in-line Q3 and more capex
 DTS falls following FY25 Q3 consensus OP beat and sales miss
 Kyoritsu Maintenance: OP to accelerate in Q4
 M&A Capital Partners: Meeting takeaway
 Treasure Factory: Solid January KPIs