- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
PSA Today 19 Mar: Contrarian drift / Where tech interest is focused / Mazda’s new EV strategy: Not a long-term panacea / JX Advanced Metals' big IPO / Pharma Round-up / Kakaku MTP / Feb tourism figures / TIS now a Y1tril co - Nikkei 225 -
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Nvidia (NVDA US), Toyota (7203 JT), Nidec (6594 JT), Advantest (6857 JT), Disco (6146 JT), Kioxia (285A JT), Fujikura (5803 JT), Tokyo Electron (8035 JT), MHI (7011 JT), Mitsubishi Corp (8058 JT), JX Advanced Metals (5016 JT), KHI (7012 JT), Nintendo (7974 JT), Bandai Namco (7832 JT) Capcom (9697 JT), Konami (9766 JT), Square Enix (9684 JT), Sony (6758 JT), Itochu (8001 JT), GNI Group (2160 JT), Gyre (GYRE US), Coca Cola (KO US), Proctor & Gamble (PG US), Mazda (7261 JT), Changan Automobile (000625 CH), Softbank Group (9984 JT), Eneos Holdings (5020 JT), Tosoh (4042 JT), Honeywell International (HON, US), Toho Titanium (5727 JT), Daichi Sankyo (4568 JT), Nosis Biosciences (pvt), Eisai (4523 JT), EcoNaviSta Inc (5585 JT), Sarepta (SRPT US), Chugai (4519 JT), Roche (ROG SW), Otsuka Holdings (4578 JT), Taiho Pharmaceutical (pvt), Araris Biotech (pvt), PeptiDream (4587 JT), Tatsuta Electric Wire and Cable Co., Kakaku.com (2371 JT), Kyujin Box, LiPLUS, Kyoritsu Maintenance (9616 JT), Treasure Factory (3093 JT), Park24 (4666 JT), Sanrio (8136 JT), Kakuyasu Group (7686 JT), TIS Inc. (3626 JT), NTT Data (9613 JT), NRI (4307 JT)
Main Points
Contrarian Drift
Where interest in tech is focused
Mazda’s new EV strategy: Not a long-term panacea
JX Advanced Metals makes an auspicious debut
Pharma round-up
Kakaku.com announces its mid-term plan
Feb tourism figures released
TIS Inc. breaches ¥1tril market cap level
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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