Report
Julie Boote ...
  • Pelham Smithers

PSA Today Mar 30: Ex-div day so not bad / Tomorrow's important macro data / Japan's assemblers: Feb global auto production numbers down – Nikkei 1.57%

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥19,084.97 (-¥304.46 / -1.57%); Topix ¥1,435.54 (-¥23.95 / -1.64%); ¥/$107.70
Tags: OneWeb (pvt.), SoftBank Group (9984 JT), WeWork (pvt.), Chugai Pharmaceutical (4519 JT), Nihon Kohden (6849 JT), Fujifilm Holdings(4901 JT), Kusuri no Aoki (3549 JT), Airtech Japan (6291 JT), V-Cube Inc (3681 JT), DeNA (2432 JT), GungHo Online Entertainment (3765 JT), Square Enix (9684 JT), Nexon (3659 JT), ANA Holdings (9202 JT), Ushio (6925 JT), Sony (6758 JT), JFE Holdings (5411 JT), Toyota (7203 JT), Subaru (7270 JT), Suzuki (7269 JT), Honda (7267 JT), Nissan (7201 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT)

Main Points
• Market down, but late rally limits losses on ex-dividend day.
• Tomorrow Mar 31 a crucial day for data
• Japanese automakers’ global production drops in February
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

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch