Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today 28 Mar: Ex-div day / Hitachi: AI stock, or data stock? / Cosmo Energy now Iwatani affiliate / Chemical round-up / Fujikura: AI proxy / MHI's stock split – Nikkei 225 -1.46% | ¥$151.37

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Tags: CyberAgent (4751 JT), Nippon Electric Glass (5214 JT), Cosmos Pharmaceutical (3349 JT), Hitachi (6501 JT), Digital Hearts (3676 JT), NEC Corp (6701 JT), Iwatani Corp (8088 JT), Cosmo Energy Holdings (5021 JT), Sumitomo Chemical (4005 JT), Inabata & Co. (8098 JT), Dexerials Corp (4980 JT), Fujifilm Holdings (4901 JT), Fujikura (5803 JT), Amazon (AMZN US), Google (GOOG US), Microsoft (MSFT US), Corning (GLW US), Apple (AAPL US), MHI (7011 JT), Keyence (6861 JT)
Main Points
• Tokyo shares decline amid more interest rate hike talks, ex-dividends
• Is Hitachi an AI stock or a Data stock?
• Iwatani makes Cosmo Energy an affiliate
• Chemical sector news roundup
• Fujikura soars as AI proxy
• MHI 10:1 split supports new listing high
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
Joel Scheiman

Pelham Smithers

William Nestuk

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