PSA Today Mar 18: Sell-off on Trump plan / Docomo steps forward / Fujifilm drug flurry / Daifuku, Daikin, IHI / GA Technologies in demand – Nikkei -1.68%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥16,726.55 (-¥284.98/ -1.68%); Topix ¥1,270.84 (+¥2.38 / +0.19%); ¥/$107.10
Tags: SoftBank Group (9984 JT), WeWork (pvt.), Oyo (pvt.), Fujifilm (4901 JT), Showa Denko (4004 JT), Hitachi Chemical (4217 JT), GrafTech (EAF US), Tokyo Steel (5423 JT), Sony (6758 JT), Microsoft (MSFT US), NTT DOCOMO (9437 JT), Samsung Electronics (005930 KS), Sharp (6753 JT), LG Electronics (066570 KS), Square Enix (9684 JT), KDDI (9433 JT), Nreal (pvt), Rakuten (4755 JT), NTT (9432 JT), SoftBank Corp (9434 JT), Zhejiang Hisun Pharmaceutical (600267 CH), Daifuku (6383 JT), Daikin (6367 JT), Toyota (7203 JT), Fanuc (6954 JT), IHI (7013 JT), GA Technologies (3491 JT)
Main Points
• Market sells off on Trump stimulus plan
• DOCOMO steps forward
• Rising expectations for Fujifilm’s Avigan
• Top-line growth fares well again
• GA Technologies recovers as investors have second thoughts
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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