Report
Joel Scheiman ...
  • Julie Boote
  • Nia Dokova
  • Pelham Smithers
  • Thao Nguyen

PSA Today 18 Mar: Positive headway made / Will Nintendo's next console's power surprise? / Ryobi gigacasting / Honda US TOY hybrid battery deal / Gyre drug pipeline - Nikkei 225 +1.20%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Nia Dokova
Tags: Toyota (7203 JT), Honda (7267 JT), Resona Holdings (8308 JT), Tokio Marine Holdings (8766 JT), Berkshire Hathaway (BRK/A US), Mitsubishi (8058 JT), Marubeni (8002 JT), Nvidia (NVDA US), Intel (INTC US), Renesas (6723 JT), Socionext (6526 JT), Kioxia (285A JT), Advantest (6857 JT), Tokyo Seimitsu (7729 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Gift Holdings (9279 JT), Zenkoku Hosho (7164 JT), Sysmex (6869 JT), PeptiDream (4587 JT), GA Technologies (3491 JT), Capcom (9697 JT), Warner Bros Discovery (WBD US), Advanced Micro Devices (AMD US), Electronic Arts (EA US), Microsoft (MSFT US), Konami (9766 JT), Sony (6758 JT), Bethesda (pvt), Square Enix (9684 JT), GS Yuasa (6674 JT), Panasonic (6752 JT), CATL (300750 CH), GNI Group (2160 JT), Gyre (GYRE US), Pulmatrix (PULM US), Ryobi (5851 JT), UBE Corp (4208 JT)
Main Points
 Japan shares gain on yen weakness, SOX gains, trading house buying
 Bandai Namco games talk, Switch 2 AI patent, suggest upcoming console more powerful than expected
 Ryobi inaugurates new gigacasting facility
 Honda to buy hybrid batteries from Toyota in the US
 Gyre updates on drug pipeline
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
Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

Thao Nguyen

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