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

PSA Today Mar 19: Market so very mixed on BoJ, Fed, PBoC talk / BoJ buys Topix ETFs / Jig-Saw and Snowflake / A look at petrochems / Medley revises up – Nikkei -1.41%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Nikkei ¥29,792.05 (-¥424.70/ -1.41%); Topix ¥2,012.21 (+¥3.70 / +0.18%); ¥/$108.79
Tags: Toshiba (6502 JT), Shinko Electric (6967 JT), Nikon (7731 JT), Panasonic (6752 JT), BASE Inc (4477 JT), Money Forward (3994 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda (7261 JT), Toyota Motor (7203 JT), Square Enix (9684 JT), Media Links (6659 JT), Goyo Intex (7519 JT), Nask Nano Technology, Inter Action (7725 JT), V-Cube (3681 JT), HPC Systems (6597 JT), VisasQ (4490 JT), Fast Retailing (9983 JT), Nomura Holdings (8604 JT), Sumitomo Mitsui Trust Holdings (8309 JT), Daiwa Securities (8601 JT), Mitsubishi UFJ Financial Group (8306 JT), SoftBank Group (9984 JT), Tokyo Electron (8035 JT), M3 (2413 JT), Sony (6758 JT), Jig-Saw (3914 JT), Snowflake (SNOW US), Ube Industries (4208 JT), Mitsubishi Chemical Holdings (4188 JT), Showa Denko (4004 JT), Medley Inc (4480 JT), CareNet (2150 JT), Freee KK (4478 JT)
Main Points
• Mixed day as BoJ, Fed, PBoC all played their part, sending Topix up, Nikkei 225 down
• BoJ buys Topix ETFs
• Jig-Saw in Snowflake tie-up
• Petrochemical shares rise on recovering prices
• Medley revises up guidance on acquisition, organic sales
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

Lindsay Whipp

Pelham Smithers

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