Report
Julie Boote ...
  • Nia Dokova
  • Pelham Smithers

PSA Today 26 Mar: Flat-lining, window dressing / Nvidia FOMO and Japan's markets / Nissan's plan misses the mark / Kobayashi: dietary product fatality – Nikkei 225 -0.04% | ¥$151.34

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Nia Dokova
Tags: Fast Retailing (9983 JT), Fujitsu (6702 JT), Nvidia (NVDA US), Screen Holdings (7735 JT), Socionext (6526 JT), Ebara (6361 JT), RS Technologies (3445 JT), Shin-Etsu Chemical (4063 JT), MHI (7011 JT), KHI (7012 JT), Mitsui Engineering (7003 JT), IHI (7013 JT), Japan Steel Works (5631 JT), Honda (7267 JT), Nissan Motor (7201 JT), Sony (6758 JT), ARM Holdings (ARM US), Tokyo Electron (8035 JT), Lasertec (6920 JT), Advantest (6857 JT), Disco (6146 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Renesas (6723 JT), Tokyo Seimitsu (7729 JT), Ulvac (6728 JT), Ebara (6361 JT), Sumco (3436 JT), Ibiden (4062 JT), Unimicron (3037 TT), Toppan Holdings (7911 JT), Tokyo Ohka Kogyo (4186 JT), JSR (4185 JT), Adeka (4401 JT), Sumitomo Bakelite (4203 JT), Mimasu Semiconductor (8155 JT), Ferrotec (6890 JT), Torex Semiconductor (6616 JT), PKSHA Technology (3993 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), Intel (INTC US), Advanced Micro Devices (AMD US), Toyota Motor (7203 JT), Renault (RNO FP), Kobayashi Pharmaceutical (4967 JT)
Main Points
• Window dressing continues as Tokyo market flatlines
• Nvidia’s FOMO effect on the Japanese stock market
• Nissan shares drop after business plan release
• One death confirmed in Beni-koji kidney damage crisis
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

Nia Dokova

Pelham Smithers

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