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

PSA Today 17 Mar: Tech rallies / Hitachi's healthy rollingstock biz / Petrochemical notes, Sumitomo, Ube / Mazda's new CEO / Enigmo's stumble - Nikkei 225 +1.20%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Tags: First Republic Bank (FRC US), AMD (AMD US), Marvell (MRVL US), Intel (INTC US), Nvidia (NVDA US), Lasertec (6920 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Anycolor (5032 JT) Smaregi (4431 JT), GA Technologies (3491 JT), Visional (4194 JT), Bandai Namco (7832 JT), Tri Chemical Laboratories (4369 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda (7261 JT), Hitachi (6501 JT), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Co. (PETROR AB), UBE Corp (4208 JT), Mitsubishi Materials (5711 JT), Enigmo (3665 JT), Cykinso (pvt)
Main Points
• Tech rally enables Tokyo shares to end week on high note
• Strong week for Hitachi rollingstock business
• Mazda appoints new CEO
• Petrochemical ups and downs; Sumitomo and UBE
• Enigmo expects to see another year of profit decline
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

Thao Nguyen

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