PSA Today Feb 27: Covid-19 tumble resumes / Consider this positive: 5G rollout / Subaru not immune / GA Technologies cheaper – Nikkei -2.13%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥21,948.23 (-¥477.96 / -2.13%); Topix ¥1,568.06 (-¥38.11 / -2.37%); ¥/$110.08
Tags: JFE Holdings (5411 JT), Tsukishima Kikai (6332 JT), Ebara Corp (6361 JT), Tachibana Eletech (8159 JT), Kyorin Holdings (4569 JT), Yuki Gosei (4531 JT), Niitaka Co (4465 JT), Temona Inc (3985 JT), Pia Corp (4337 JT), Japan Airlines (9201 JT), ANA Holdings (9202 JT), V-Cube (3681 JT), Segue Group (3968 JT), Sanix (4651 JT), Huawei (pvt.), Anritsu (6754 JT), NEC (6701 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Alps Alpine (6770 JT), Sony (6758 JT), Subaru (7270 JT), GA Technologies (3491 JT)
Main Points
• Topix down 10% from Jan peak as Covid-19 concerns take a firm grip
• Outlook for 5G rollout
• Fear over covid-19 outbreak weighs on Subaru
• GA Technologies’ steep share price fall presents a more attractive opportunity
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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