PSA Today 26 Feb: China trade concerns / Navigating the turbulent tech space: advantage Japan? / TOY's board of directors / Daikin and higher copper / Considering DSK – Nikkei 225 -0.25% | ¥$149.58
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: Berkshire Hathaway (BRK/B US), Seven & I (3382 JT), Itochu (8001 JT), Alimentation Couche-Tard (ATD CN), Tokyo Electron (8035 JT), Kokusai Electric (6525 JT), Applied Materials (AMAT US),TIS (3626 JT), Panasonic (6752 JT), Ono Pharmaceutical (4528 JT), Capcom (9697 JT), Gumi (3903 JT), Euglena (2931 JT), OAT Agrio (4979 JT), Generation Pass (3195 JT), TraaS on Product (6696 JT), DeepSeek, ChatGPT, Intel (INTC US), Samsung Electronics (005930 KS), Nvidia (NVDA US), Meta Platforms (META US), Sony (6758 JT), Konami (9766 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Recruit (6098 JT), M3 Inc (2413 JT), BASE Inc (4477 JT), Shopify (SHOP US), Money Forward (3994 JT), Metaplanet (3350 JT), SoftBank Group (9984 JT), Hitachi (6501 JT), Toyota Motor (7203 JT), Glass Lewis (pvt), Daikin (6367 JT), Daiichi Sankyo (4568 JT), AstraZeneca (AZN LN)
Main Points
Japan shares broadly weaker as tech hit by China trade concerns
Where to invest in tech as trade talk temperatures rise
Toyota makes changes to its board of directors
Rising copper prices weigh on Daikin
DSK provides an update on its Oncology business
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.