- Joel Scheiman
- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 4 Apr: Grim day, TPX -10% WoW / Ray of light for NAND prices / Auto measures to cope with tariffs / Yaskawa's disappointing Q4 / Asahi Kasei in North America / Intermestic's March KPS – Nikkei 225 -2.75% | ¥$146.12
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Joel Scheiman, Thao Nguyen and Hiroyuki TeradaTags: Nitori (9843 JT), KDDI (9433 JT), Secom (9735 JT), Renesas (6723 JT), Mizuho Financial Group (8411 JT), Fujikura (5803 JT), Kusuri no Aoki (3549 JT), Nidec (6594 JT), Makino Milling (6135 JT), Shionogi (4507 JT), Astellas (4503 JT), Santen Pharmaceutical (4536 JT), Chugai Pharmaceutical (4519 JT), PeptiDream (4507 JT), Terumo (4543 JT), Sysmex (6869 JT), Omron (6645 JT), Kakaku.com (2371 JT), LY Corp (4689 JT), ZOZO (3092 JT), Fast Retailing (9983 JT), Micron (MU US), Kioxia (285A JT), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Apple (AAPL US), Nissan Motors (7201 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Yaskawa Electric (6506 JT), Asahi Kasei (3407 JT), Sekisui House (1928 JT), Daiwa House (1925 JT), Intermestic (262A JT)
Main Points
Another -3% decline in Japan shares sees Topix lose -10% in a week
Amid the gloom, NAND prices rising
Auto companies consider measures to deal with US tariffs
Yaskawa’s Q4 disappoints
Asahi Kasei, US housing and Canadian lumber
Intermestic reports March KPIs
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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