PSA Today 10 Mar: Share surge on OPEC oil supply hopes / TSMC's Feb production / The PlayStation State of Play update / Giftee shares on the rise again – Nikkei 225 +3.94%
Japan Market Comment by Pelham Smithers and Thao NguyenTags: Sony (6758 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), TSMC (2330 TT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT),Showa Denko (4004 JT), PlatinumGames, Capcom (9697 JT), Electronic Art (EA US), Konami (9766 JT), Giftee (4449 JT)
Main Points
• Tokyo shares surge on hopes for OPEC oil production increase
• TSMC February production -15% MoM, +38% YoY
• Sony’s PlayStation State of Play update
• Giftee approaches the ¥1,000 level again
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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