- Julie Boote
- Nicky Karanasou-Demertzi
- Pelham Smithers
PSA Today 5 Mar: Rise in oil takes shine off rebound / Opportunities for Anritsu / Shin-Etsu investing in US PVC chain again / JX Advanced Metals' recycling efforts / Suzuki's vulnerability to the Middle East conflict – Nikkei 225 +1.90% |
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Nicky Karanasou-Demertzi and Julie BooteTags: Inpex (1605 JT), ENEOS (5020 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), Anritsu (6754 JT), Viavi Solutions (VIAV US), Exponent (EXPO US), Shin-Etsu Chemical (4063 JT), Westlake Corp (WLK US), JX Advanced Metals (5016 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN)
Main Points
Continued rise in oil prices takes shine off market rebound
Anritsu bucking market selloff on 800G testing equipment opportunity
Shin-Etsu Chemical to invest again in the US PVC chain
JX Advanced Metals attracting attention on recycling front
Suzuki’s vulnerability to Middle East conflict
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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