PSA Today 4 March: Sharply lower / Sony and Honda EV tie-up / Rohm revises up / Hino Motor falsified data – Nikkei 225 -2.23%
Japan Market Comment by Pelham Smithers and Julie BooteTags: M3 Inc (2413 JT), Lasertec Corp (6920 JT), Denso (6902 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Honda Motor (7267 JT), Sony (6758 JT), Hino Motors (7205 JT), Sumitomo Chemical (4005 JT), AGC (5201 JT), Kansai Paint (4613 JT), Seiko Epson (6724 JT), Mitsubishi Heavy Industries (7011 JT), Ricoh (7752 JT), Eisai (4523 JT), Biogen (BIIB US), Tesla (TSLA US), Magna Steyr, GM (GM US), Apple (APPL US), Foxconn (2317 TT), Rohm (6963 JT), Renesas (6723 JT), Isuzu Motors (7202 JT), Mitsubishi Motors [MMC] (7211 JT), Mazda (7261 JT)
Main Points
• Fears over blaze at Ukraine power station send Japanese shares down sharply
• Sony and Honda in electric vehicle tie-up
Part 1: Implications for Sony
Part 2: Implications for Honda
• Rohm revises up
• Hino under investigation for falsified data
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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