PSA Today Mar 23: Market rebounds on yen weakness / Broadly speaking, a logical market / Holon shows EUV story intact / US auto market in crisis / mixi revises up again – Nikkei +2.02%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥16,887.78 (+¥334.95 / +2.02%); Topix ¥1,292.01(+¥8.79 / +0.68%); ¥/$109.87
Tags: Square Enix (9684 JT), SoftBank Group (9984 JT), WeWork (pvt.), OneWeb (pvt.), Imperial Hotel (9708 JT), Toyota (7203 JT), Nissan (7201 JT), Subaru (7270 JT), Nintendo (7974 JT), Holon (7748 JT), Lasertec (6290 JT), ASML (ASML US), Honda (7267 JT), Hyundai Motor (005380 KS), mixi (2121 JT), Net Dreamers Co., Ltd. (pvt.), Chiba Jets Funabashi Inc. (pvt.)
Main Points
• Market rebounds as yen weakens
• Sector performance underscores defensive, balance sheet, and oil sensitivity of the market
• Holon Upward Revision, reminder that EUV Story Still in Place, but Covid-19 Impact Being Seen
• Square Enix weekly iOS run-rate US$10mil
• US auto market in crisis
• mixi revises upward again
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.