Report
Julie Boote ...
  • Pelham Smithers

PSA Today Mar 22: Up after holiday/Commodity, HR stocks to the fore/Video games sales in Feb +23% says NPD/The China tariff issue, Funai/ Sony boosted by write-ups/Toyota suspends self-drive tests - Nikkei +0.99 %

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥21,591.99 (+¥211.02 / +0.99%); Topix ¥1,727.39 (+¥11.10/ +0.65%); ¥/$105.90
Tags: Link & Motivation (2170 JP), Insource (6200 JP), Sigmaxyz (6088 JP), Artra (6029 JP), Altech (4641 JP), Outsourcing Inc (2427 JP), Will Group (6089 JP), Recruit (6098 JP), Nintendo (7974 JP), Sony (6758 JP), Capcom (9697 JP), Take Two (TTWO US), Funai Electric (6839 JP), Hon Hai (2317 TT), Panasonic (6752 JP), Apple (AAPL US), Samsung (005930 KS), Uber (priv.) Toyota (7203 JP), Alphabet (GOOGL US), Tesla (TSLA US), Nissan (7201 JP)
Main Points at a Glance
• Japanese equities higher following holiday
• Commodity, HR stocks lead market higher
• Video game sales +23% YoY in February – NPD
• Funai Electric and the China tariff situation
• Sony has positive write-ups in media, brokerage reports
• Toyota suspends self-driving tests
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
Julie Boote

Pelham Smithers

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