- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Mar 12: Trump's travel hit / Trump "on tilt" / Covid-19 and the old vs new economies / Ohara lowers guidance / Yokohama Rubber's expansion / Rakuten's pricing plan / Sansan builds out – Nikkei -4.41%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥18,559.63 (-¥856.43 / -4.41%); Topix ¥1,327.88 (-¥57.24 / -4.13%); ¥/$103.80
Tags: NTT DOCOMO (9437 JT), Takeda Pharmaceutical (4502 JT), Japan Airlines (9201 JT), Ricoh (7752 JT), Canon (7751 JT), Panasonic (6752 JT), SoftBank Group (9984 JT), Toyota Motor (7203 JT), Central Japan Railway (9022 JT), Oriental Land (4661 JT), V-Cube (3681 JT), Ohara Inc. (5218 JT), Yokohama Rubber (5101 JT), Toyo Tire (5105 JT), Bridgestone (5108 JT), Alliance Tire Group (unl.), Suzuki Motor (7269 JT), Rakuten (4755 JT), KDDI (9433 J), SoftBank Corp (9434 JT), Sansan (4443 JT), Salesforce (CRM US), Refinitiv (pvt.), Bengo4.com (6027 JT), Teikoku Databank (pvt.), Creative Survey (pvt.), toBe Marketing, Inc. (pvt.), Realize (pvt.)
Main Points
• Equities hit by travel ban
• Trump “on tiltâ€
• Covid-19 and the Japanese New Economy / Old Economy dichotomy
• Ohara Inc. pulls its guidance on uncertainty
• Yokohama Rubber expands India agriculture/ construction-use tires
• Rakuten: a deeper look into its mobile pricing plan
• Sansan introduces new businesses
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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