Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 7 Mar: A slump as oil hits 13-year high / Materials stock moves; Dexerials / Rising semi prices / The digital invoicing market share scramble – Nikkei 225 -2.94% / Topix -2.76% / ¥$114.99

Tags: Lasertec (6920 JT), Sumitomo Electric (5802 JT), Suzuki Motor (7269 JT), OAT Agrio (4979 JT), Secom (9735 JT), Aeon (8267 JT), Shionogi (4507 JT), Kaneko Seeds (1376 JT), Panasonic (6752 JT), Sony (6758 JT), Honda (7267 JT), Rohm (6963 JT), Denso (6902 JT), Bridgestone (5108 JT), Fanuc (6954 JT), SMC (6273 JT), Hino Motors (7205 JT), Bandai Namco (7832 JT), Fuji Oil (5017 JT), Mitsubishi Materials Corp (5711 JT), Sumitomo Metal Mining (5713 JT), Mitsui Chemicals (4183 JT), Dexerials (4980 JT), Zeon Corp (4205 JT), Tokyo Ohka Kogyo (4186 JT), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Effissimo Capital Management, Micron (MU US), NXP Semiconductor (NXPI US), Money Forward (3994 JT), Sansan (4443 JT), Rakus (3923 JT), Infomart (2492 JT), Obic Business Consultants (4733 JT), Yayoi, KKR (KKR US), Cybozu (4776 JT)
Main Points
• Tokyo slumps as oil hits 13-yr high
• Material stock moves, including for Dexerials
• Semiconductor prices rising
• The battle for the ‘once in a lifetime’ digital invoicing opportunity
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
Joel Scheiman

Lindsay Whipp

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch