Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 18 Apr: Bounce on yen, Buffet bond / Toshiba and Japan's workforce / Europe's March console sales / European auto sales for March / Cable makers – Nikkei 225 +0.31% | ¥$154.27

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Berkshire Hathaway (BRK/A US), ASML (ASML NA), Disco (6146 JT), ARM Holdings (ARM US), SoftBank Group (9984 JT), Fujifilm (4901 JT), Oriental Land (4661 JT), JR West (9021 JT), Koshidaka (2157 JT), Kyoritsu Maintenance (9616 JT), Aeon Fantasy (4343 JT), Nidec (6594 JT), Tesla (TSLA US), Toshiba (pvt), Kioxia (pvt), Hitachi (6501 JT), Mitsubishi Electric (6503 JT), NEC (6701 JT), Siemens (SIE GY), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), Mazda Motor (7261 JT), Fujikura (5803 JT), SEI (5802 JT), Furukawa (5801 JT), SWCC (5805 JT), JMACS Japan (5817 JT), Tatsuta Elec Wire & Cable (5809 JT)
Main Points
• Tokyo shares bounce on joint statement on currencies, Berkshire yen bond issue
• Toshiba job cuts a reminder of overemployment at Japanese firms
• European video game console sales slump in March
• March European auto sales: Japanese automakers outshine competitors
• Cable makers continue to outperform
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

William Nestuk

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