Report
Hiroyuki Terada ...
  • Joel Scheiman
  • Julie Boote
  • Nia Dokova
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 16 April: Trade war / China Q1 GDP / Nintendo Switch2 in US, Canada / Honda, US / Fujikura pays Melco / Gawr Gura leaves Cover / Eisai EU coup / Tourism – Nikkei 225 -1.01% | ¥$142.32

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, Hiroyuki Terada and Nia Dokova
Tags: Taisei (1801 JT), Shimizu (1803 JT), Nvidia (NVDA US), Disco (6146 JT), Advantest (6857 JT), Kokusai Electric (6525 JT), Boeing (BA US), Osaka Titanium (5726 JT), Toho Titanium (5727 JT), Toray (3402 JT), Eisai (4523 JT)Toho (9602 JT), Akatsuki (3932 JT), Nintendo (7974 JT), Sony (6758 JT), Honda Motor (7267 JT), Fujikura (5803 JT), Mitsubishi Electric (6503 JT), Cover Corp (5253 JT), Anycolor (5032 JT), Sysmex (6869 JT), Eli Lilly (LLY US), Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), Kakuyasu Group (7686 JT)
Main Points
 Japan shares slide on US / China trade war escalation
 China delivers strong Q1 GDP numbers as March domestic economy motors as well as exports
 Nintendo expected to start US, Canada pre-orders for Switch 2 this month
 Honda to increase US production
 Fujikura pays Mitsubishi Electric ¥4.8bil
 Cover Corp sold off as Gawr Gura leaves
 Leqembi gets EU approval
 Cherry blossom season boosts inbound tourist numbers in March
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

William Nestuk

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