Report
Hiroyuki Terada ...
  • Joel Scheiman
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 21 Mar: Winning streak extended by banks / Feb CPI / US Feb games charts / MMC, EVs and Foxconn / Iwatani's Oz hydrogen woes / Anicom Feb KPIs - Nikkei 225 -0.20%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Hiroyuki Terada
Tags: Nintendo (7974 JT), Bandai Namco (7832 JT) DeNA (2432 JT), Sony (6758 JT), Mercari (4385 JT), GMO Payment (3769 JT), BASE Inc (4477 JT), Melco Holdings (6676 JT), Kakaku (2371 JT), Capcom (9697 JT), Take Two (TTWO US), Embracer (EMBRACB SS), Microsoft (MSFT US), Sega Sammy (6460 JT), Valve (pvt), Mitsubishi Motors (7211 JT), Hon Hai (2317 TT), Nissan Motor (7201 JT), Tesla (TSLA US), PTT Group (PTT TB), Honda Motor (7267 JT), Iwatani Corp (8088 JT), Kansai Electric Power (9503 JT). Kawasaki Heavy Industries (7012 JT), Marubeni Corp (8002 JT). Asahi Kasei (3407 JT), Anicom (8715 JT)
Main Points
 Topix extends winning streak as bank sector hits 18-year high
 Nationwide CPI +3.7% YoY in February
 Monster Hunter: Wilds tops US games chart in February
 Mitsubishi Motors to outsource EV production to Foxconn
 Iwatani, others pull back from Australian hydrogen
 Anicom – solid Feb KPIs
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

Pelham Smithers

Thao Nguyen

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