Report
Julie Boote ...
  • Pelham Smithers

PSA Today 22 Mar: Sixth day of rally as yen hits Y120/$ / Sony acquires Haven Studios / Suzuki steps up its electrification efforts in India – Nikkei 225 +1.48%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Mitsubishi Corp (8058 JT), Mitsui & Co (8031 JT), Sumitomo Corp (8053 JT), Marubeni (8002 JT), Itochu (8001 JT), Dai-ichi Life (8750 JT), Tokio Marine (8766 JT), Mitsubishi UFJ (8306 JT), Resona (8308 JT), Orix (8591 JT), Nomura Holdings (8604 JT), Lasertec Corp (6920 JT), Sysmex (6869 JT), M3 (2413 JT), Tokyo Electron (8035 JT), Daikin (6367 JT), NTT (9432 JT), KDDI (9433 JT), Subaru (7270 JT), Canon (7751 JT), Takeda Pharmaceutical (4502 JT), Tokyo Electric Power (9501 JT), Enechange (4169 JT), Hope Inc (6195 JT), IDOM (7599 JT), Fuji Corp (7605 JT), Sony (6758 JT), Haven Studios, Ubisoft (UBI FP), Alphabet (GOOG US), Suzuki Motor (7261 JT), Maruti Suzuki (MSIL IN), Denso (6902 JP), Toshiba (6502 JT), Hyundai Motor (005380 KS), Toyota Motor (7203 JT)
Main Points
• Tokyo extends rally to sixth day as yen hits ¥120/$
• Sony continues its spending spree, acquires Haven Studios
• Suzuki steps up electrification efforts in India
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

Pelham Smithers

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