Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 5 Mar: Eyes on JGBs / The Composite PMI / Monster Hunter Wilds / Japan Feb auto sales bounce back / Defence stocks volume leaders / Mercari's entry into MVNO, read across to Rakuten Mobile – Nikkei 225 +0.23% | ¥$149.76

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Fujikura (5803 JT), Socionext (6526 JT), Furukawa Electric (5801 JT), Lasertec (6920 JT), Disco (6146 JT), IHI (7013 JT), KHI (7012 JT), Mitsubishi Electric (6503 JT), NEC Corp (6701 JT), Capcom (9697 JT), Konami (9766 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), DMG Mori (6141 JT), Generation Pass (3195 JT), GNI Group (2160 JT), BayCurrent Consulting (6532 JT), Mitsubishi Logistics (9301 JT), Tencent (700 HK), (Niantic (pvt), Toyota Motor (7203 JT), Subaru (7270 JT), Daihatsu, Honda Motor (7267 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Nippon Steel (5401 JT), MHI (7011 JT), Mercari (4385 JT), NTT Docomo, LY Corp (4689 JT), SoftBank Group (9984 JT), Rakuten (4755 JT), KDDI (9433 JT)
Main Points
 Tokyo shares make small gains as strong economic data shift attention to JGBs
 Japan Composite PMI up to 52.0
 Monster Hunter Wilds sells 8mil copies in four days
 Japan auto sales bounce back in February
 Defence stocks continue as trading volume leaders
 Mercari’s entry into MVNO – read across for Rakuten Mobile
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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