Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today 8 Mar: Profit-taking in commodity plays now / Canon on the offensive / AGC and Russia – Nikkei 225 -1.71%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Tags: Keyence (6861 JT), Hoya (7741 JT), Canon (7751 JT), Shionogi (4507 JT), Pfizer (PFE US), Square Enix (9684 JT), Apple (AAPL US), Sony (6758 JT), AU Optronics (2409 TT), Logitech (LOGN SW), Siemens (SEI GR), General Electric (GE US), Nippon Sheet Glass (5202 JT), AGC (5201 JT)
Main Points
• Profit-taking in commodity plays sends Tokyo shares lower again
• Canon goes on the offensive
• AGC de-emphasizes Russian exposure
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

Pelham Smithers

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