- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 20 Feb: Inflation, rates, yen focus / 4% inflation? / The Last of Us Season 2 / Auto import tariff risks / Nabtesco circumspect / Weak domestic plays / MF in India – Nikkei 225 -1.24% | ¥$150.16
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Subaru (7270 JT), Nissan Motor (7201 JT), Komatsu (6301 JT), Panasonic (6752 JT), Nintendo (7974 JT), TDK (6762 JT), Nidec (6594 JT), Shiseido (4911 JT), ANA (9202 JT), Tepco (9501 JT), Microsoft (MSFT US), Renesas (6723 JT), Socionext (6526 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), ExaWizards (4259 JT), Datasection (3905 JT), AI Robotics (247A JT), Blue Innovation (5597 JT), Liberaware (218A JT), Terra Drone (278A JT), GNI Group (2160 JT), Suzuki Motor (7269 JT), Sony (6758 JT), Nabtesco (6268 JT), Kakaku.com (2371 JT), Demae-can (2484 JT), BASE Inc (4477 JT), Giftee (4449 JT), Rakuten (4755 JT), LY Corp (4689 JT), ZOZO (3092 JT), GMO Payment Gateway (3769 JT), Istyle (3660 JT), Net Protections (7383 JT), Money Forward (3994 JT)
Main Points
Tokyo shares slump as yen strengthens ahead of CPI data
Has inflation in Japan hit 4%?
The Last of Us Season 2 to premiere 13 April
Risk of US auto import tariffs for Japanese automakers
Nabtesco assumes no robot gear recovery until 2026
A weak day for domestic demand stocks
Money Forward opens software development centre in India
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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