Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Mar 28: N225 falls as JGB market heats up / Camera market woes/ Rare disease problem/ Sony's Hirai to retire / Honda, Hino, Toyota-mobility services / LINE, Mercari mobile pay alliance/ Cybozu's fab Feb figures – Nikkei -1.66%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Nikkei ¥21,033.76 (-¥344.97 / -1.61%); Topix ¥1,582.85 (-¥26.64 / -1.66%); ¥/$110.10
Tags: Eisai (4523 JT), Shionogi (4507 JT), Chugai (4519 JT), Takeda (4502 JT), Ono (4528 JT), Otsuka (4578 JT), Nintendo (7974 JT), Yahoo Japan (4689), Sony (6758 JT), Fujifilm (4901 JT), Panasonic (6752 JT), Canon (7751 JT), Nikon (7731 JT), Bioxcel Therapeutics (BTAI US), Nippon Shinyaku (4516 JT), Marathon Pharmaceuticals (pvt.), Biophytis (ALBPS FP), Honda (7267 JT), Hino Motors (7205 JT), Toyota (7203 JT), SoftBank Group Corp (9984 JT), General Motors (GM US), Subaru (7270 JT), Mazda (7261 JT), Suzuki (7269 JT), Nissan (7201 JT), Renault (RNO FP), Mitsubishi Motors (7211 JT), LINE (3938 JT), Mercari (4385 JT), Rakuten (4755 JT), Yahoo Japan (4689 JT), Cybozu (4776 JT)
Main Points
• Tokyo declines as JGB market heats up
• Camera market start year in poor shape
• The rare disease conundrum
• Sony – Hirai retires as Chairman
• Honda and Hino join Toyota’s mobility service joint venture
• LINE and Mercari form mobile payment alliance
• February marks another strong month for Cybozu
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

Thao Nguyen

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