Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 19 Apr: Winning streak snapped / March PS5 sales in Europe / Capacitor production Slumps / Autos: Japanese Big 3 new models showcased in Shanghai / NRI FY22 Q4 preview – Nikkei 225 -0.18%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp –
Tags: Berkshire Hathaway (BRK/A US), Netflix (NFLX US), Sysmex (6869 JT), Nippon Yusen (9101 JT), Sony (6758 JT), Sega Sammy (6460 JT), Rovio (ROVIO FH), TDK (6762 JT), Taiyo Yuden (6976 JT), Nidec (6594 JT), Omron (6645 JT), Capcom (9697 JT), Nintendo (7974 JT), Murata (6981 JT), Renesas (6723 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda (7267 JT), BYD (1211 HK), GAC Motor (2238 HK), Tesla (TSLA US), Nomura Research Institute (4703 JT)
Main Points
• Market snaps winning streak on weak S&P futures, analyst stock downgrades
• PS5 sales surge in Europe in March
• Capacitor production slumps in February
• Japanese Big 3 present new models at Shanghai auto show
• NRI FY22 Q4 preview
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

Lindsay Whipp

Pelham Smithers

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