PSA Today Feb 19: Rebound / Sector Strategy - Winners and Losers Considering Covid-19 / Toyota Stands Strong – Nikkei +0.89%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥23,400.70 (+¥206.90 / +0.89%); Topix ¥1,671.86 (+¥6.15 / +0.37%); ¥/$110.05
Tags: Apple (AAPL US), TDK (6762 JT), Tokyo Electron (8035 JT), SRE Holdings (2980 JT), GA Technologies (3491 JT), Kitanotatsujin (2930 JT), Nintendo (7974 JT), Sony (6758 JT), Fujitsu (6702 JT), Dentsu (4324 JT), Ichiyoshi Securities (8624 JT), Nachi-Fujikoshi (6474 JT), PKSHA (3993 JT), Kakaku.com (2371 JT), SoftBank Group (9984 JT), SoftBank Corp (9434 JT), RPA Holdings (6572 JT), Oriental Land (4661 JT), KDDI (9433 JT), NEC (6701 JT), Nomura Research Institute (4307 JT), Trend Micro (4704 JT), Internet Initiative Japan (3774 JT), Sansan (4443 JT), TIS (3626 JT), Cybozu (4776 JT), DTS (9682 JT), Sansan (4443 JT), PCA (9629 JT), Hitachi (6501 JT), Eisai (4523 JT), Nexon (3659 JT), Square Enix (9684 JT), CyberAgent (4751 JT), SBI Holdings (8473 JT), Nissan (7201 JT0, Toyota (7203 JT)
Main Points
• Limited US response to Apple news encourages Japan market rebound
• Sector strategy as epidemic reinforces some trends, roadblocks others
• Toyota stands strong amid global sales jitters
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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