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

PSA Today 28 Feb: Brakes on amid interest rate chat / The future of Sony's PSVR / Global auto production and Japan's assemblers / Omron's job cuts / Cybozu's Jan sales – Nikkei 225 -0.08% | ¥$150.73

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Nia Dokova
Tags: Screen Holdings (7735 JT), Renesas Electronics (6723 JT), Mitsubishi Electric (6503 JT), NEC Corp (6701 JT), Hitachi (6501 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), Omron Corp (6645 JT), Sony (6758 JT), Nintendo (7974 JT), DeNA (2432 JT), Mitsubishi Corp (8058 JT), KFC Holdings (9873 JT), Meta Platform (META US), Disney (DIS US), Microsoft (MSFT US), JMDC (4483 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), Daihatsu (unlisted), Subaru (7270 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mitsubishi Motor (7211 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Cybozu (4776 JT)
Main Points
• Tokyo shares mark time as interest rate hike talks heat up further
• Sony video game layoffs hit 900, raising questions over PSVR’s future
• Omron cuts jobs both in Japan and overseas
• Global auto production continues to rise for most Japanese automakers
• Cybozu’s Jan sales remain sub +15% YoY
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

Lindsay Whipp

Nia Dokova

Pelham Smithers

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