Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today 2 Mar: Lower on Iran, AI bottleneck, Defense plays gain / Video games round-up / Hitachi's acquisition plans / Murata sells micro primary battery business / Toyota raises TOB for TICO to close deal – Nikkei 225 -1.35% | ¥$156.98

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Tags: Fujikura (5803 JT), Furukawa Electric (5801 JT), Resonac (4004 JT), Mitsui Kinzoku (5706 JT), Unitika (3103 JT), AIMECHATEC (6227 JT), Nitto Boseki (3110 JT), Inpex (1605 JT), Japex (1662 JT), JX Advanced (5016 JT), ENEOS (5020 JT), Suzuki Motor (7269 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Isuzu Motors (7202 JT), Mazda Motor (7261 JT), Bridgestone (5108 JT), Yokohama Rubber (5101 JT), Sumitomo Rubber (5110 JT), Toyota Motor (7203 JT), Elliott Investment Management (pvt), Kadokawa (9468 JT), Sony (6758 JT), DeNA (2432 JT), Nintendo (7974 JT), Capcom (9697 JT), Tokyo Ohka Kogyo (4186 JT) Shin-Etsu Chemical (4063 JT), Mitsubishi Gas Chemical (4182 JT), Kioxia (285A JT), Hitachi (6501 JT), Square Enix (9684 JT), Sega Sammy (6460 JT), The Pokémon Group (pvt), Koei Tecmo (3635 JT), Murata (6981 JT), Maxell (6810 JT), Denso (6902 JT), Aisin (7259 JT), Toyota Tsusho (8015 JT)
Main Points
 Japan shares gap down on US strikes on Iran, but AI bottleneck, commodity and defence stocks gain
 Video games round-up
 Hitachi sets sights on acquisitions of ¥1tril+
 Murata completes sale of micro primary battery business
 Toyota raises Toyota Industries TOB to close deal
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

Pelham Smithers

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