Pelham Smithers Associates Ltd - PSA Today Feb 15: Red letter day: Nikkei breaks 30k / Tokyo Ohka cautious? / Awful Dentsu / Mixed autos / Diamond electric sparkles / Cybozu confirms results – Nikkei +1.91%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today Feb 15: Red letter day: Nikkei breaks 30k / Tokyo Ohka cautious? / Awful Dentsu / Mixed autos / Diamond electric sparkles / Cybozu confirms results – Nikkei +1.91%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Nikkei ¥30,084.15 (+¥564.08 / +1.91%); Topix ¥1,952.55 (+¥20.06 / +0.97%); ¥/$105.09
Tags: Olympus (7733 JT), Diamond Electric (6699 JT), Rakuten (4755 JT), GMO Internet (9449 JT), Nissan Motor (7201 JT), Apple (APPL US), Hyundai Motor (005380 KS), Kia Motors (000270 KS), Nidec (6594 JT), Rohm (6963 JT), Panasonic (6752 JT), Tesla (TSLA US), Enechange (4169 JT), BASE Inc (4477 JT), Monex (8698 JT), Ceres (3696 JT), Tokyo Ohka Kogyo (4186 JT), Dentsu (4324 JT), Asics (7936 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Renesas (6723 JT), Asahi Kasei (3407 JT), Toyota Motor (7203 JT), Isuzu (7202 JT), Hino (7205 JT), Cybozu (4776 JT)
Main Points
• Nikkei breaks through 30,000 on strong GDP numbers, commodity prices, SOX
• Tokyo Ohka’s possibly cautious guidance
• Dentsu US$1.5bil loss
• Mixed performance for auto stocks
• Diamond Electric limit up on earnings momentum
• Cybozu confirms FY20 preliminary results

15/02/2021 5 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today Feb 15: Red letter day: Nikkei breaks 30k / Tokyo Ohka cautious? / Awful Dentsu / Mixed autos / Diamond electric sparkles / Cybozu confirms results – Nikkei +1.91%

The PSA Research Round-Up for the Week to 2 May 2025

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

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