Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Mar 1: Another WoW market rise / More Japan, China macro data / Subaru's recall; Ichikoh / Battery feedback from World Smart Energy Week – Nikkei +1.02%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥21,602.69 (+¥217.53 / +1.02%); Topix ¥1,615.72 (+¥8.06 / +0.50%); ¥/$111.73
Tags: Lasertec (6920 JT), Hoya (7741), Tokyo Electron (8035 JT), Capcom (9697 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Murata (6981 JT), Subaru (7270 JT), Ichikoh (7244 JT), Hitachi Zosen (7004 JT),Toyota (7203 JT), Furukawa Battery (6937 JT), Teijin (3401 JT), Mitsubishi Paper Mills (3864 JT), Zeon Corp (4205 JT), JSR (4185 JT), Toagosei (4045 JT), Kureha Corp (4023 JT), Jtekt Corp (6473 JT), Tesla (TSLA US), Maxwell Technologies (MXWL US)
Main Points
• Positive tone delivers Japan another week-on-week rise
• More Japan, China data
• Market ignores Subaru’s recall
• Ichikoh falls on brake light issue
• Feedback from World Smart Energy Week exhibition: batteries
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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