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

PSA Today 3 Mar: Broad selloff / Rising costs to exporters, with read across to Sony and Nintendo / PayPay's IPO / Park24 meeting takeaway – Nikkei 225 -3.06% | ¥$157.30

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Hiroyuki Terada
Tags: JX Advanced Metals (5016 JT), Nitto Boseki (3110 JT), Resonac (4004 JT), Kioxia (285A JT), Mitsubishi Gas Chemical (4182 JT), KDDI (9433 JT), Aeon (8267 JT), Sapporo Holdings (2501 JT), Cosmos Pharmaceutical (3349 JT), Osaka Gas (9532 JT), Tokyo Gas (9531 JT), Apple (AAPL US), TDK (6762 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), Sony (6758 JT), Toyota Motor (7203 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Hino Motors (7205 JT), Isuzu Motors (7202 JT), Nintendo (7974 JT), Take Two Interactive (TTWO US), PayPay Corporation (pvt), SoftBank Group Corp (9984 JT), LY Corp (4689 JT), Visa (V US), PayPay Card (pvt), PayPay Bank (pvt), PayPay Securities (pvt), SBI Holdings (8473 JT), Rakuten Bank (5838 JT), Qatar Investment Authority (pvt), Abu Dhabi Investment Authority (pvt), Park24 (4666 JT)
Main Points
 Japan market sees broad sell-off as oil gains, Iran hits US embassy in Saudi
 “Plus postage & packaging” adding to rising costs for exporters
 PayPay launches the roadshow for its US IPO
 Park24 – meeting takeaway
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

Pelham Smithers

Thao Nguyen

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