PSA Today 18 Mar: Up again / Auto supply concerns after earthquake / Denso, Koito weak yen beneficiaries / J-Tech's surge / Start-ups and software engineering talent – Nikkei 225 +0.65%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: Denso (6902 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Renova (9519 JT), eRex (9517 JT), Chugai Pharmaceutical (4519 JT), AstraZeneca (AZN LN), Nidec (6594 JT), Toyota Motor (7203 JT), Renesas Electronics (6723 JT), Hino Motors (7205 JT), Isuzu Motors (7202 JT), Koito (7276 JT), GA Technologies (3491 JT), en-Japan (4849 JT), Ubie, Housmart, Alphabet (GOOG US), Money Forward (3994 JT)
Main Points
• A firm tone to end the week ahead of Monday’s Spring Equinox holiday
• Auto sector underperforms: More supply concerns
• Denso and Koito: big weak yen beneficiaries
• GA Technologies shares surge 20% on FY22 Q1 results
• Are start-ups winning the battle for software engineering talent?
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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