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

PSA Today Mar 15: Overcoming concerns/Japan's eSports catch-up /Toyota's new RAV4, Nissan and Subaru, NY Auto Show/ Toray's carbon fibre M&A - Nikkei+0.12%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥21,803.95 (+¥26.66 / +0.12%); Topix ¥1,743.60 (+¥0.39/ +0.02%); ¥/$105.96
Tags: Cyber Com (3852), Altplus (3672 JP), Ya-man (6630 JP), Capcom (9697 JP), Bandai Namco (7832 JP), Square Enix (9684 JP), Alibaba (BABA US), Tencent (700 HK), Konami (9766 JP), Koei Tecmo (3635 JP), Nintendo (7974 JP), Sony (6758 JP), Microsoft (MSFT US), Nexon (3659 JP), Toyota (7203 JP), Nissan (7201 JP), Subaru (7270 JP), Honda (7267 JP), Toray (3402 JP), TenCate Advanced Composites (private), Boeing (BA US),Teijin (3401 JP), Mitsubishi Chemical Holdings (4188 JP), Airbus (AIR FP)
Main Points at a Glance
• Topix and Nikkei both close up, despite weak opening, political worries and yen strength
• Japan’s eSports market plays catch-up
• Toyota, to present new RAV4 at New York Auto Show; new models from Nissan and Subaru
• Toray’s carbon fiber M&A makes sense, but the price may not
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

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