PSA Today Feb 25: Shares rebound, focus on JGB levels / Hitachi and quantum computing / Automakers' uneven chip shortage / Cybozu's mixed start to FY21 – Nikkei +1.67%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥30,168.27 (+¥496.57 / +1.67%); Topix ¥1,926.23 (+¥23.16 / +1.22%); ¥/$106.00
Tags: Denso (6902 JT), Komatsu (6301 JT), Fanuc (6954 JT), SoftBank Group (9984 JT), Dentsu (4324 JT), Japan Airlines (9201 JT), Asics (7936 JT), Kyushu Railway (9142 JT), Hitachi (6501 JT), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Mazda Motor (7261 JT), Cybozu (4776 JT)
Main Points
• Market rebounds as focus shifts to JGBs
• Hitachi presses its case as a quantum computing play
• January auto production hurt by chip shortage
• Cybozu’s mixed start to FY21
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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