Pelham Smithers Associates Ltd - PSA Today Mar 24: Concerns about Covid globally, and economics too / Intel to the rescue / Toyota takes Isuzu stake / Cybozus sales speeding up – Nikkei -2.04%

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Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers

PSA Today Mar 24: Concerns about Covid globally, and economics too / Intel to the rescue / Toyota takes Isuzu stake / Cybozu's sales speeding up – Nikkei -2.04%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Nikkei ¥28,405.52 (-¥590.40 / -2.04%); Topix ¥1,928.58 (-¥42.90 / -2.18%); ¥/$108.63
Tags: Nikon (7731 JT),Tokyo Electron (8035 JT), Renesas (6723 JT), Intel (INTC US), Ibiden (4062 JT), Shinko Electric (6967 JT), Oncolys BioPharma (4588 JT), BrightPath Biotherapeutics (4594 JT), Funai Electric (6839 JT), Matsuo Electric (6969 JT), Isuzu Motor (7202 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), TBK (7277 JT), Intel (INTC US), TSMC (2330 TT), AMD (AMD US), Nvidia (NVDA US), Apple (APPL US), ASML (ASML NA), SK Hynix (000660 KS), Micron (MU US), Canon (7751 JT), Samsung Electronics (005930 KS), Arm, Qualcomm (QCOM US), Sony (6758 JT), Global Foundries, Disco (6146 JT), Screen (7735 JT), Lasertec (6920 JT), Shin-Etsu Chemical (4063 JT), JSR Corp (4185 JT), Tokyo Ohka Kogyo (4186 JT), Hoya (7741 JT), Cybozu (4776 JT), Volvo Group AB Volvo (VOLVB SS), Honda Motor (7267 JT), VW (VOW GR), Traton (8TRA GR)
Main Points
• Economic concerns, German lockdown sends Nikkei 225 2% lower
• Intel to the semiconductor shortage rescue
• Toyota acquires Isuzu stake
• Cybozu’s Feb sales accelerate

24/03/2021 7 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today Mar 24: Concerns about Covid globally, and economics too / Intel to the rescue / Toyota takes Isuzu stake / Cybozu's sales speeding up – Nikkei -2.04%

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

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