Pelham Smithers Associates Ltd - PSA Today 21 Feb: Russian troop exercises a concern / KDDIs 5G SA Open-RAN / Sharp eyeing more Sakai Display / Toyota outperforms in Europe / Demae-cans collapse; Lawson news – Nikkei 225 -0.78%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 21 Feb: Russian troop exercises a concern / KDDI's 5G SA Open-RAN / Sharp eyeing more Sakai Display / Toyota outperforms in Europe / Demae-can's collapse; Lawson news – Nikkei 225 -0.78%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: SoftBank Corp (9434 JT), NTT (9432 JT), KDDI (9433 JT), Fujitsu (6702 JT), Nippon Steel (5401 JT), Hitachi (6501 JT), Intel (INTC US), Tokyo Electron (8035 JT), Nikon (7731 JT), Shinko Electric (6967 JT), Sumco (3436 JT), GlobalWafers (6488 TT), Shin-Etsu Chemical (4063 JT), Samsung Electronics (005930 KS), Nokia (NOKIA FH), Ericsson (ERICB SS), NEC (6701 JT), Altiostar, Sharp (6753 JT), Hon Hai (2317 TT), Toyota Motor (7203 JT), Mazda (7261 JT), Honda (7267 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Demae-can (2484 JT), Lawson (2651 JT), Delivery Hero (DHER GR)
Main Points
• Tokyo falls further as Russian troop exercises continue
• KDDI begins 5G SA Open-RAN rollout
• Sharp in talks to buy Sakai Display
• Toyota outperforms in Europe in January
• Demae-can down 82% since its recent peak

21/02/2022 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 21 Feb: Russian troop exercises a concern / KDDI's 5G SA Open-RAN / Sharp eyeing more Sakai Display / Toyota outperforms in Europe / Demae-can's collapse; Lawson news – Nikkei 225 -0.78%

PSA Autos /New Mobility: The Case for Honda (7267 JT) over Toyota (7203 JT)

PSA Today 1 July: Tariff worries / Capcom's rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

PSA Japan Stock Market Strategy for 2025 Q3

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