PSA Today Mar 20: Small up, news-driven day / Rakuten's advantage / Is Google's Stadia a game-changer? / Hitachi: now HCM? / Trend Micro's challenges – Nikkei +0.20%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenNikkei ¥21,608.92 (+¥42.07 / +0.20%); Topix ¥1,614.39 (+¥4.16 / +0.26%); ¥/$111.55
Tags: Google (GOOG US), Sony (6758 JT), Nintendo (7974 JT), Rakuten (4755 JT), KDDI (9433 JT), NTT Docomo (9437 JT), SoftBank (9984 JT), Sosei Group (4565 JT), Novartis (NOVN SW), Nvidia (NVDA US), Lasertec (6920 JT), Apple (AAPL US), Valve Corp (pvt.), Microsoft (MSFT US), Epic (pvt.), Electronic Arts (EA US), Minebea Mitsumi (6479 JT), TDK (6762 JT), Hitachi Construction Machinery (6305 JT), Hitachi Chemical (4217 JT), Hitachi (6501 JT), Trend Micro (4704 JT)
Main Points
• Tokyo rallies on news-driven day
• Is Google’s Stadia a game changer?
• HCM above ¥3,000 on Hitachi sale speculation
• Trend Micro: Challenging Years Ahead
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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