Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today Mar 18: Wall street, economy help / Takeda's debt / Sony's 7-yr Marvel strategy/ TSE1 / CPUs, PC pricing / Hitachi Chemical / Ferrotec, Toyo Knife – Nikkei +0.62%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥21,584.50 (+¥133.65 / +0.62%); Topix ¥1,613.68 (+¥11.05 / +0.69%); ¥/$111.57
Tags: Broadcom (AVGO US), Tokyo Electron (8035 JT), Fanuc (6954 JT), SBI Holdings (8473 JT), Kubota Pharmaceutical (4596 JT), Rohm (6963 JT), Stanley Electric (6923 JT), Takeda (4502 JT), Sony (6758 JT), Apple (AAPL US), Murata (6981 JT), Hitachi Chemical (4217 JT), Hitachi (6501 JT), Ferrotec (6890 JT), Toyo Knife (5964 JT)
Main Points
• Wall Street, economy send market higher
• Takeda begins its debt reduction program
• Sony announces 7-yr Marvel movie strategy
• TSE likely to set TSE1 listing floor at ¥25bil
• Is a CPU shortage really the cause of higher PC prices in Japan?
• Hitachi Chemical, the week that was
• Ferrotec up on small acquisition
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

Pelham Smithers

William Nestuk

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