Report
Julie Boote ...
  • Pelham Smithers

PSA Today 13 Apr: Rotation / Sony's state of play with FF16 focus / PS5 sales in March / Stricter US emission standards – Nikkei 225 +0.26%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: SoftBank Group (9984 JT), Alibaba (BABA US), Nippon Paint (4612 JT), Astellas (4503 JT), Chugai Pharmaceutical (4519 JT), Eisai (4523 JT), ABC-Mart (2670 JT), Aeon (8267 JT), Demae-can (2484 JT), Fast Retailing (9983 JT), Sony (6758 JT), Square Enix (9684 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda (7267 JT), Subaru (7270 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT)
Main Points
• Rotation into laggards
• Sony to host FF16-focused State of Play at 5pm East Coast time
• PS5 sales in UK -2% MoM in March
• US proposes stricter vehicle emission standards
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

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