- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Mar 11: Rally on Hitachi restructuring / Considering Hitachi / MMC's SUV PHEV at Geneva / Asahi Chemical / Daikin chemicals meeting / NRI's AI based OA - Nikkei +0.47%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥21,125.09 (+¥99.53 / +0.47%); Topix ¥1,581.44 (+¥9.00 / +0.57%); ¥/$111.12
Tags: Hitachi (6501 JT), Hitachi Chemical (4217 JT), Hitachi Metals (5486 JT), Hitachi High-Tech (8036 JT), HCM (6305 JT), Pioneer (6773 JT), Omron (6645 JT), Murata (6981 JT), Sharp (6753 JT), Renesas (6723 JT), Hoshizaki (6465 JT), Toshiba (6502 JT), MHI (7011 JT) Mitsubishi Motors (7211 JT), Nissan (7201 JT), Asahi Kasei (3407 JT), Daikin (6367 JT), Nomura Research Institute (4307 JT)
Main Points
• Japan rallies on Hitachi Chemical sale story
• Hitachi Chemical sale is a reminder of the work Hitachi still has to do
• Mitsubishi Motors presents SUV PHEV concept at Geneva auto show
• Asahi Kasei’s conservative guidance and lease accounting issues
• Feedback from Daikin’s meeting on its Chemicals division – a slight positive
• NRI unveils AI-based office automation tool
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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