PSA Today 1 Mar: Knocking on 40,000 with high-beta names / Deteriorating labour market / Video games round-up part 2 / Unwinding of cross-holdings at large non-lifes / Honda's CR-V PHEV FCV / Feb KPIs for Insource – Nikkei 225 +1.90% | ¥$15
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Hiroyuki TeradaTags: Omron (6645 JT), Shiseido (4911 JT), Kawasaki Kisen (9107 JT), Japan Steel Works (5631 JT), Nippon Yusen (9101 JT), SMC (6273 JT), Meiji Shipping (9115 JT), Towa Corp (6315 JT), Rorze (6323 JT), Tokyo Electron (8035 JT), Pacific Metals (5541 JT), Renesas (6723 JT), Trend Micro (4704 JT), OBIC Business Consultants (4733 JT), CKD (6407 JT), Tokyu Corp (9005 JT), Hino Motors (7205 JT), Isuzu Motor (7202 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Take Two Interactive (TTWO US), Bandai Namco (7832 JT), Tokio Marine Holdings (8766 JT), Toyota Motor Corp (7203 JT), MS&AD Insurance Group Holdings (8725 JT), Sompo Holdings (8630 JT), Shin-Etsu Chemical (4063 JT), Itochu Corp (8001 JT), Honda Motor Co (7267 JT), General Motors (GM US), Insource (6200 JT)
Main Points
• Tokyo knocks on 40,000 with high-beta stocks to the fore
• Japanese labour market continues to quietly deteriorate
• Video games round up [Part 2]
• Major nonlife insurers to unwind ¥6.5tri in cross-holdings
• What Is the rationale behind Honda’s CR-V PHEV FCV?
• Insource: February KPIs
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.
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