Pelham Smithers Associates Ltd - PSA Today Feb 26: Up on ex-div day/US light truck market woes/Ubes quality control problem/ Denso, Aisin/Yaskawa/MHI/GREEs romance - Nikkei +1.19%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Thao Nguyen
William Nestuk

PSA Today Feb 26: Up on ex-div day/US light truck market woes/Ube's quality control problem/ Denso, Aisin/Yaskawa/MHI/GREE's romance - Nikkei +1.19%

Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,153.63 (+¥260.85/ +1.19%); Topix ¥1,774.81 (+¥14.28 / +0.81%); ¥/$106.43
Tags: SEED Co (7743 JP), Menicon Co (7780 JP),Terumo (4543 JP), Olympus (7733 JP), Hoya (7741 JP), Hisamitsu Pharm (4530 JP), Sumitomo Dainippon Pharma (4506 JP), JCR Pharma (5410 JP), Hosoya Pyro-Engineering (4274 JP), Ishikawa Seisakusho (6208 JP), Howa Machinery (6203 JP), Toyota (7203 JP), Honda (7267 JP), Nissan (7201 JP), Ube Industries (4208 JP), Ube-Maruzen Polyethylene, Maruzen Petrochemical (private), Aisin Seki (7259 JP), Denso (6902 JP), Yaskawa (6506 JP), MHI (7011 JP), Mitsubishi Motors (7211 JP), GREE (3632 JP), Pixelberry, Nexon (3659 JP)

Main Points at a Glance
• Nice market gain on ex-div day
• Light truck market in the US could come under pressure
• Ube Industries is the latest to discover quality control problems
• Denso and its share price gap with Aisin
• Yaskawa’s ex-dividend
• MHI at its highest level in four months
• GREE to launch a new romance simulating game for women

26/02/2018 4 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

Thao Nguyen

William Nestuk

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PSA Today Feb 26: Up on ex-div day/US light truck market woes/Ube's quality control problem/ Denso, Aisin/Yaskawa/MHI/GREE's romance - Nikkei +1.19%

PSA Media & Entertainment: Animé to the Fore in Japan’s Assault on Global Pop Culture

PSA Today 20 Aug: Alarm in tech / 20yr JGB yields hit new highs / Mazda risks / GMO FG / Inbound tourism stats / Anicom July KPIs – Nikkei 225 -1.51% | ¥$147.25

PSA Autos / New Mobility: India GST Cuts – Readacross to Suzuki Motor (7269 JT)

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