PSA Today 27 Mar: Edging up / Microsoft and Activision / NEC and AI in Japan / Japan's SPE billings / Renault's EV listing, Nissan's investment / Fujitsu General and Daikin – Nikkei 225 +0.33%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukTags: Tokyo Seimitsu (7729 JT), Fuji Media (4676 JT), TV Tokyo (9413 JT), Sega Sammy (6460 JT), CyberAgent (4751 JT), Sony (6758 JT), Microsoft (MSFT US), Activision (ATVI US), Cover Corp (5253 JT), AnyColor (5032 JT), Morpho (3653 JT), GA Technologies (3491 JT), Mitsubishi UFJ (8306 JT), Take Two (TTWO US), Square Enix (9684 JT), NEC (6701 JT), Hitachi (6501 JT), RPA Holdings (6572 JT), Plaid (4165 JT), ExaWizards (4259 JT), Rivian (RIVN US), Lucid (LCID US), Nikola (NKLA US), Lordstown (RIDE US), Canoo (GOEV US), Arrival (ARVL US), Tesla (TSLA US), Ford Motor (F US), General Motors (GM US), Renault (RNO FP), Volkswagen (VOW GR), Mercedes (DAI GR), Nissan Motor (7203 JT), Geely (175 HK), Fujitsu General (6755 JT), NIBE Industrier (NIBEB SS), Mitsubishi Electric (6503 JT), Daikin (6367 JT)
Main Points
• Tokyo shares edge forward as market rotates to defensives, high yield plays
• Microsoft looks set to get approval to acquire Activision
• Popularity of NEC supercomputer story underscores growth in AI interest in Japan
• Japan SPE billings +0.1% YoY in Feb
• Questions over Renault’s EV Listing and Nissan’s Investment
• Europe heat pump angle lifts Daikin and Fujitsu General
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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