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

PSA Today Mar 1: Wall Street tech rebound a spur / Electricals: a spring wage Covid spin / Q1 surge for mobile games / Asahi Kasei and Daikin tech joint effort – Nikkei +2.41%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥29,663.50 (+¥697.49 / +2.41%); Topix ¥1,902.48 (+¥37.99/ +2.04%); ¥/$106.58
Tags: NTT Data (9613 JT), Anritsu (6754 JT), NEC (6701 JT), Murata (6981 JT), Internet Initiative Japan (3774 JT), NTT (9432 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), Rakuten (4755 JT), IPS Inc (4390 JT), Twinbird (6897 JT), Shinyei Kaisha (3004 JT), Moderna (MRNA US), Kobe Bussan (3038 JT), Metaps (6172 JT), Hitachi (6501 JT), Fujitsu (6702 JT), Square Enix (9684 JT), Asahi Kasei (3407 JT), Daikin Industries (6367 JT)
Main Points
• Tech rebound on Wall Street triggers rally
• Among electricals, spring wage negotiations take on a Covid spin
• Mobile game net sales surge in 1Q
• Asahi Kasei, Daikin unite in disinfection technology
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

Pelham Smithers

William Nestuk

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