- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 4 Mar: Tariff-fearful / Japan market goes domestic / Julie Boote: "bad news for the entire US auto industry" / Daikin, IHI popular / Mercari's MVNO service – Nikkei 225 -1.20% | ¥$149.24
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Schieman, William Nestuk and Thao NguyenTags: Nvidia (NVDA US), Furukawa Electric (5801 JT), Fujikura (5803 JT), Socionext (6526 JT), Sumitomo Electric Industries (5802 JT), Advantest (6857 JT), Disco (6146 JT), Screen Holdings (7735 JT), Sumco (3436 JT), Tokyo Ohka Kogyo (4186 JT), Tri Chemical Labs (4369 JT), Ceres (3696 JT), Metaplanet (3350 JT), Seven & I (3382 JT), Alimentation Couche Tard (ATD CN), IHI (7013 JT), MHI (7011 JT), KHI (7012 JT), Mitsubishi Electric (6503 JT), NEC Corp (6701 JT), Japan Steel Works (5631 JT), Generation Pass (3195 JT), OAT Agrio (4979 JT), Shibaura Machine (6104 JT), UBE Corp (4208 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Honda Motor (7267 JT), Sompo Holdings (8630 JT), Zozo (3092 JT), Dai Nippon Printing (7912 JT), Otsuka Holdings (4578 JT), Japan Exchange Group (8697 JT), Meiji Holdings (2269 JT), Keikyu Corp (9006 JT), ANA Holdings (9202 JT), Japan Airlines (9201 JT), Hotland (3196 JT), Treasure Factory (3093 JT), Tokyo Steel (5423 JT), Tokyo Tekko (5445 JT), Nippon Steel (5401 JT), JFE (5411 JT), Otsuka Corp (4768 JT), Obic (4684 JT), Oracle Japan (4716 JT), TIS (3626 JT), DTS (9682 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Suzuki Motor (7269 JT), Daikin (6367 JT), Mercari (4385 JT), NTT Docomo (unlisted), Rakuten (4755 JT), LY Corp (4689 JT), SoftBank Group Corp (9984 JT)
Main Points
Wall Street woes send Japan indices lower, but selected domestic names rally
Japan’s stock market goes domestic
US import tariffs to hurt Japanese automakers
Daikin and IHI see broker upgrades
Mercari launches MVNO service – Mercari Mobile
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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