PSA Today 11 Mar: Rollercoaster day / Time to bargain-hunt SPE names? / Honda, Nissan, China / Visional FY25 Q2 preview – Nikkei 225 -0.64% | ¥$147.12
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, and Lindsay WhippTags: Sanrio (8136 JT), Shimano (7309 JT), MonotaRO (3064 JT), Kirin (2503 JT), Aeon (8267 JT), Seven & I (3382 JT), Otsuka Holdings (4578 JT), Chugai (4519 JT), Konami (9766 JT), Nintendo (7974 JT), Capcom (9697 JT), Nvidia (NVDA US), Disco (6146 JT), Advantest (6857 JT), Makino Milling (6135 JT), Nidec (6594 JT), BASE Inc (4477 JT), Estore Corporation (4304 JT), KLA Corp (KLAC US), Lam Research (LRCX US), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Intel (INTC US), Samsung Electronics (005930 KS), Lasertec (6920 JT), Screen Holdings (7735 JT), Tokyo Seimitsu (7729 JT), Alibaba (BABA US), TSMC (2330 TT), WalMart (WMT US), Teradyne (TER US), Ulvac (6728 JT), Towa Corp (6315 JT), A&D Holon (7745 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), BYD (1211 HK), Guangzhou Automobile (601238 CH), Dongfeng Motor (489 HK), Visional Inc (4194 JT)
Main Points
Japan shares close lower but bargain-hunting sees Nikkei 225 gain +800pts from the intra-day low
Is it time for bargain-hunting in Japanese SPE names?
Honda, Nissan still struggle in China
Visional Inc: FY25 Q2 preview
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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