PSA Today 28 Mar: Ex-div day, and tariff worry / Switch Nintendo Direct / Tariffs: what can assemblers do? / Considering CyberAgent / Peptidream updates – Nikkei 225 -1.80% | ¥$150.63
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nugyen and Nia DokovaTags: Toyo Securities (8614 JT), GM (GM US), Ford (F US), Honda Motor (7267 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Toho (9602 JT), Gumi (3903 JT), CyberAgent (4751 JT), Amvis Holdings (7071 JT), Shinko Electric (6967 JT), Cookpad (2193 JT), JCR Pharma (4552 JT), MS&AD Insurance Group (8725 JT), Eisai (4523 JT), Nintendo (7974 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), Hyundai Motors (005380 KS), Mazda Motor (7261 JT), PeptiDream (4587 JT)
Main Points
Japan shares slump as ex-div, tariffs take hold
Switch Nintendo Direct delivers as expected
Auto Industry and government consider their options regarding US tariffs
CyberAgent accounting scandal outweighs new game launch
Peptidream’s management update
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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