- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Mar 13: Friday 13, another slasher horror / Global theatrical market stats / Companies telling you they're cheap / Suzuki and India and Covid-19 / Falling crude and chemicals / Poletowin Pitcrew considered – Nikkei -6.08%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippNikkei ¥17,431.05 (-¥1,128.58 / -6.08%); Topix ¥1,261.70 (-¥66.18 / -4.98%); ¥/$105.20
Tags: GA Technologies (3491 JT), Inpex (1605 JT), SoftBank Group (9984 JT), SoftBank Corp (9434 JT), NTT DOCOMO (9437 JT), KDDI (9433 JT), Mitsubishi Chemical (4188 JT), Medicago (pvt.), Moderna (MRNA US), Netflix (NFLX US), Sony (6758 JT), CyberAgent (4751 JT), Daiwa House (1925 JT), Kitz (6498 JT), Tokyo Steel (5423 JT), Katitas (8919 JT), Suzuki (7269 JT), Maruti Suzuki (MSIL IN), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Company (PETROR AB), Kureha (4023 JT), Sumitomo Bakelite (4203 JT), Nissan Chemical (4021 JT), Toray (3402 JT), ,Mitsubishi Chemical Holdings (4188 JT), Teijin (3401 JT), Shin-Etsu Chemical (4063 JT), Poletowin Pitcrew (3657 JT)
Main Points
• Another slasher horror for Friday 13
• Global theatrical market +8% in 2019
• Companies to investors: (some) Japanese shares are cheap.
• Suzuki shares under pressure on uncertainty over India
• Falling crude: impact on chemicals
• Poletowin Pitcrew Beats FY19 OP forecast, but expects weak FY20 OP growth
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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