PSA Today 29 Mar: Higher on weaker yen again / Bandai Namco considered / Prospects for Shin-Etsu and Sumco / Sansan FY21 Q3 preview - Nikkei 225 +1.10%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Lindsay WhippTags: Chubu Electric Power (9502 JT), Envipro (5698 JT), Aska Pharmaceutical (4886 JT), Fuji Kosan (5009 JT), BASE Inc (4477 JT), Mercari (4385 JT), Z Holdings (4689 JT), Bandai Namco (7832 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), GlobalWafers (6488 TT), SK Siltron, Siltronic (WAF GY), Formosa Sumco Technology Corp (3532 TT), Formosa Plastics Corp (1301 TT), SK Hynix (000660 KS), Sansan (4443 JT), Shift Inc (3697 JT)
Main Points
• Tokyo shares trade higher as yen weakness continues
• Bandai Namco unveils more on Gundam Metaverse
• Prospects for Shin-Etsu and Sumco
• Sansan FY21 Q3 Results Preview: Looking for signs of optimism
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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