- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 13 Mar: Global concerns rekindled / Pay increases / Subaru outlook: many moving parts / Mitsubishi Electric and defence / GA Technologies' strong Q1 / Visional's Q2 –Nikkei 225 -0.08% | ¥$147.80
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Nvidia (NVDA US), Disco (6146 JT), Advantest (6857 JT), MHI (7011 JT), Mitsubishi Electric (6503 JT), Japan Steel Works (5631 JT), IHI (7013 JT), KHI (7012 JT), Idemitsu Kosan (5019 JT), Inpex (1605 JT), Gumi (3903 JT), Metaplanet (3350 JT), Rakuten Bank (5838 JT), Nishi-Nippon Financial (7189 JT), Chiba Bank (8331 JT), AnyColor (5032 JT), Timee (215A JT), GA Technologies (3491 JT), Visional (4194 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), Kyocera (6971 JT), Konami (9766 JT), Mitsubishi Chemical (4188 JT), JFE (5411 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Toyota Motor (7203 JT), Subaru (7270 JT)
Main Points
Mixed day for Japan shares as global worries revived
Pay increases look set to be higher than unions expected
High level of uncertainty over Subaru outlook
Mitsubishi Electric up again on defence theme
GA Technologies reports strong Q1 results
Visional’s FY25 Q2 narrowly beats expectations
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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