Pelham Smithers Associates Ltd - PSA Today 27 Feb: Mixed day / Sonys PSVR2 / Nissans updated EV strategy / HCMs new president / Recruit review – Nikkei 225 -0.11%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 27 Feb: Mixed day / Sony's PSVR2 / Nissans updated EV strategy / HCM's new president / Recruit review – Nikkei 225 -0.11%

Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao Nguyen
Tags: Tohoku Electric (9506 JT), Lasertec (6920 JT), SoftBank Group (9984 JT), Tokyo Electron (8035 JT), Chugai Pharmaceutical (4519 JT), Nintendo (7974 JT), Capcom (9697 JT), Sony (6758 JT), Meta (META US), NS Solutions (2327 JT), Macnica Holdings (3132 JT), Internet Initiative Japan (3774 JT), Toyota Motor (7203 JT), Teijin (3401 JT), RS Technologies (3445 JT), Siltronic (WAF GY), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Central Glass (4044 JT), Nissan Motor (7201 JT), Renault (RNO FP), Hyundai Motors (005380 KS), General Motors (GM US), Toyota Motor (7203 JT), Hitachi Construction Machinery (6305 JT), Deere (DE US), Komatsu (6301 JT), Caterpillar (CAT US), Recruit (6098 JT)
Main Points
• Japan shares mixed as Yen weakness offsets US inflation concerns
• Sony PSVR2 – potential gamechanger
• Nissan reveals updated EV strategy
• New president for HCM
• Recruit falls for six consecutive days

27/02/2023 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 27 Feb: Mixed day / Sony's PSVR2 / Nissans updated EV strategy / HCM's new president / Recruit review – Nikkei 225 -0.11%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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