- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Mar 25: Extraordinary markets the new normal / Flash, DRAM prices diverge / TDK revises down / Struggles in e-comm: Kakaku.com, istyle, ZOZO /Cybozu's good Feb sales growth / PKSHA a beneficiary of Toyota, NTT smart city – Nik
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥19,546.63 (+¥1,454.28 / +8.04%); Topix ¥1,424.62 (+¥91.52 / +6.87%); ¥/$111.30
Tags: IHI (7013 JT), Shin-Etsu Chemical (4063 JT), Toyota Motor (7203 JT), Nexon (3659 JT), NEC (6701 JT), Anritsu (6754 JT), Lasertec (6920 JT), TDK (6762 JT), TIS Inc (3626 JT), Trend Micro (4704 JT), Recruit (6098 JT), Sony (6758 JT), Toshiba (6502 JT), Kioxia (pvt.), Kakaku.com (2371 JT), istyle (3660 JT), ZOZO (3092 JT), Z Holdings (4689 JT), Cybozu (4776 JT), Microsoft (MSFT US), NTT Corp (9432 JT), PKSHA (3993 JT), NTT DOCOMO (9437 JT), Denso (6902 JT)
Main Points
• Nikkei surges on US fiscal plan
• Flash, DRAM prices diverging
• TDK revises down
• Kakaku assailed by Covid-19 from multiple directions
• istyle & ZOZO: two e-commerce companies not benefiting from Covid-19
• Cybozu maintains strong monthly sales growth in February
• PKSHA: What does the Toyota-NTT capital alliance mean for this AI start-up?
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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