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

PSA Today 11 Mar: US inflation fears knock us back down / Foreign share-selling accelerates / Ohara ups guidance / Toyota's production cuts / Ferrotec to top guidance – Nikkei 225 -2.05%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Tags: Lasertec (6920 JT), M3 (2413 JT), SoftBank Group (9984 JT), Asahi Group Holdings (2502 JT), KDDI (9433 JT), Fast Retailing (9983 JT), Canon (7751 JT), Nintendo (7974 JT), Ohara Inc (5218), Toyota Motor (7203 JT) Ferrotec (6890 JT)
Main Points
• US inflation numbers send Japan shares back down towards the 25,000-mark
• Ukraine war accelerates foreign selling of Japan shares
• Ohara Inc ups guidance on better glass demand
• Toyota announces further production cuts
• Ferrotec ahead of top-line FY21 guidance
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
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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