PSA Today 3 March: Following Wall St higher / Share Sale at SRE / Ford's EV unit to be a separate operation / Daifuku down / Demae-can down as Uber Eats expands dark stores network– Nikkei 225 +0.70%
Japan Market Comment by Pelham Smithers, Julie Boote, Will Nestuk and Thao NguyenTags: Fast Retailing (9983 JT), Ryohin Keikaku (7453 JT), ABC-Mart (2670 JT), Adastria (2685 JT), M3 Inc (2413 JT), MedPeer (6095 JT), Komatsu (6301 JT), Square Enix (9684 JT), Nintendo (7974 JT), SRE Holdings (2980 JT), Z Holdings (4689 JT), GA Technologies (3491 JT), Adobe (ADBE US), Microsoft (MSFT US), Ford Motor (F US), General Motors (GM US), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Renault (RNO FP), Daifuku (6383 JT), Demae-can (2484 JT), Uber Japan
Main Points
• Following Wall St higher
• Ford to run EV unit as separate operation
• Daifuku sags despite broker upgrade
• Demae-can down as Uber Eats expands dark stores network
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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