Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 10 Mar: Rally derailed / Japan PPI / Japan's video game market / Considering Renesas / MMC's new plan / Nabtesco / Bridgestone, Yokohama – Nikkei 225 -1.67%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Silvergate Capital (SI US), SVB Financial (SIVB US), Hokuetsu Corp (3865 JT), Dai Nippon Printing (7912 JT), Seven & I (3382 JT), Sekisui House (1928 JT), GMO Internet (9449 JT), Monex (8698 JT), SBI Holdings (8473 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Nissan Motor (7201 JT), Koei Tecmo (3635 JT), Marvelous (7844 JT), Sony (6758 JT) Nintendo (7974 JT), Renesas (6723 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), Tsurumi Mfg (6351 JT), Nabtesco (6268 JT), Bridgestone (5108 JT), Yokohama Rubber (5101 JT), Toyo Tire (5105 JT)
Main Points
• Banking woes derail market rally
• Japan PPI falls -0.4% MoM in Feb as cost push pressure eases
• Japan’s video game market sees differing fortunes for Sony and Nintendo
• Renesas to demo AI / ML MCU based on Arm’s Cortex M85 processor
• Mitsubishi Motors reveals mid-term business plan
• Nabtesco worst performer in Machinery
• Bridgestone and Yokohama firm on structural and cost factors
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
Julie Boote

Pelham Smithers

William Nestuk

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