Report
Julie Boote ...
  • Pelham Smithers

PSA Today 9 Mar: Lower on weak Chinese market / Toshiba on chip shortage / TSMC monthly data due tomorrow / Sony's PlayStation State of Play / Mazda's all-new CX-60 PHEV – Nikkei 225 -0.30%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Fujitsu (6702 JT), Hitachi (6501 JT), Toshiba (6502 JT), Mitsubishi Electric (6503 JT), Eisai (4523 JT), Abbvie (ABBV US), Nidec (6594 JT), Toyota Motor (7203 JT), Hino Motors(7205 JT), Isuzu Motors (7202 JT), Daimler (DAI GR), Toshiba (6502 JT), Kioxia, Nanya Technologies (2408 TT), TSMC (2330 TT), Capcom (9697 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Amazon (AMZN US), Mazda (7261 JT)
Main Points
• Tokyo marginally lower, dragged down by weak Chinese markets
• Toshiba reckons chip shortage to continue
• TSMC monthly report for Feb expected tomorrow
• Sony PlayStation State of Play presentation today
• Mazda presents all-new CX-60 PHEV
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

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