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

PSA Today 12 Mar: Dollar gains stabilise the market / Is the worst over for Japan's second-tier video game names? / Signs of PVC recovery / Nidec and Innomotics – Nikkei 225 -0.06% | $147.46

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Tags: Daikin (6367 JT), Nissan Motor (7201 JT), LY Corp (4689 JT), Sakura Internet (3778 JT), Sanoyas Holdings (7022 JT), Sourcenext Corp (4344 JT), Sosei Group (4565 JT), Boehringer Ingelheim (BING GY), Eisai (4523 JT), Akatsuki (3932 JT), Mixi (2121 JT), Gumi (3903 JT), Sony (6758 JT), Socionext (6526 JT), Renesas Electronics (6723 JT), GA Technologies (3491 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Colopl (3668 JT), KLab (3656 JT), Bandai Namco (7832 JT), Tose (4728 JT) Square Enix (9684 JT), Koei Tecmo (3635 JT), NetEase (9999 HK), GungHo Online (3765 JT), Gravity (GRVY US), Gree (3632 JT), DeNA (2432 JT), Tosoh (4042 JT), AGC (5201 JT), Shin-Etsu Chemical (4063 JT), Nidec (6594 JT), Siemens (SIE GR), KPS Capital Partners, Shanghai Electric (601727 CH), Baker Hughes (BKR US), Emerson (EMR US), Leroy-Somer
Main Points
• Tokyo shares recover from weak start to close mixed on dollar gains
• Is the worst over for Japan’s second-tier game publishers?
• PVC markets showing signs of recovery
• Nidec targets acquisition of Innomotics
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

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