PSA Today 18 Mar: 1,000 gain / NAND and DRAM / Sony stops producing PSVR2s? / Nissan and Mitsubishi Corp / Otsuka, Sumi Pharma licensing rejig / IHI, ammonia - Nikkei 225+2.67%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Nia DokovaTags: Disco (6146 JT), Advantest (6857 JT), Nidec (6594 JT), Tokyo Electric Power (9501 JT), Sony (6758 JT), Square Enix (9684 JT), Gumi (3903 JT), Rakuten (4755 JT), Otsuka Holdings (4578 JT), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Askul (2678 JT), LY Corp (4689 JT), Xiaomi (1810 HK), Samsung (005930 KS), Kioxia , Western Digital (WDC US), SK Hynix (000660 KS), Micron (MU US), Meta (META US), Apple (AAPL US), Nissan Motor (7201 JT), Mitsubishi Corp (8058 JT), Toyota Motor (7203 JT), GM (GM US), Renault (RNO FP), IHI (7013 JT), Chubu Electric Power (9502 JT)
Main Points
• Nikkei 225 gains 1,000pts with BoJ in repo move
• NAND prices continue to rise as DRAM softens
• Sony reportedly halts PSVR 2 production
• Nissan and Mitsubishi Corp sign MOU on mobility
• Otsuka and Sumitomo Pharma revise licensing agreement
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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