PSA Today 14 Mar: Trading higher despite headwinds / Shenzhen / Elden Ring off the boil / Update on Fujifilm's Avigan and Novavax / Recovery in autos – Nikkei 225 + 0.58%
Japan Market Comment by Pelham Smithers, Julie Boote, and Joel ScheimanTags: ANA Holdings (9202 JT), HIS (9603 JT), Sekisui House (1928 JT), Ateam (3662 JT), Raksul (4384 JT), Kumiai Chemical (4996 JT), Ohara (5218 JT), Ya-Man (6630 JT), Square Enix (9684 JT), Hon Hai (2317 TT), Toyota Motor (7203 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Fujifilm Holdings (4901 JT), Novavax (NVAX US), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Renault (RNO FP), Subaru (7270 JT)
Main Points
• Tokyo trades higher as Chinese shares plunge on Covid, Ukraine, delisting worries
• Shenzhen lockdown adds to supply chain woes, China issues
• Elden Ring starts to go off the boil
• Fujifilm: update on Avigan and Novavax
• Auto sector recovers on weaker Yen, falling oil prices
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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