PSA Today 27 Mar: Nikkei lower, Topix mixed / Focus on climate change / A Nintendo "Direct" re Switch awaited / Autos and tariffs / Denso's ADAS / Fujikura fall overdone? – Nikkei 225 -0.60% | ¥$150.35
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: Mazda (7261 JT), Subaru (7270 JT), Nippon Steel (5401 JT), Nintendo (7974 JT), Nvidia (NVDA US), Advantest (6857 JT), Disco (6146 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Microsoft (SMFT US), Hachijuni Bank (8359 JT), Shizuoka Financial Group (5831 JT), Yamanashi Chuo Bank (8360 JT), Chiba Bank (8331 JT), Shinko Electric (6967 JT), Fujitsu (6702 JT), Toho Gas (9533 JT), Eisai (4523 JT), Sawai Group Holdings (4887 JT), Nxera Pharma (4565 JT), PeptiDream (4587 JT), Konica Minolta (4902 JT), Note (5243 JT), Imagineer (4644 JT), Kubota (6326 JT), OAT Agrio (4979 JT), Generation Pass (3195 JT), Nichirei (2871 JT), Kato Sangyo (9869 JT), Panasonic (6752 JT), Morita (6455 JT), Teikoku Sen-I (3302 JT), Toyokumo (4058 JT), Kurita Water (6370 JT), Organo (6368 JT), Tsukishima (6332 JT), Square Enix (9684 JT), Sony (6758 JT), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT), Denso (6902 JT), Alphabet (GOOGL US), Meta Platforms (META US), OpenAI (pvt)
Main Points
Nikkei 225 lower, Topix mixed on tariffs for autos, threat to Nvidia, rethink at Microsoft
Climate change back in news amid high temperatures, forest fires, early cherry blossom
Nintendo to hold Switch-orientated “Direct” show today
US to impose 25% import tariffs on autos
Denso ADAS business update
Fujikura overly hit on Microsoft worries?
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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