PSA Today Mar 31: Market weighing Y20tril stimulus: enough? Worries / Can JSR rebound, like Olympus? / The Feb macro data / China considering auto help measures? / TIS's stock split – Nikkei -0.88%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥18,917.01 (-¥167.96 / -0.88%); Topix ¥1,403.04 (-¥32.50 / -2.26%); ¥/$108.20
Tags: Cybozu (4776 JT), Sansan (4443 JT), Nintendo (7974 JT), Amazon (AMZN), IIJ (3774 JT), JSR (4185 JT), Olympus (7733 JT), Geely (175 HK), SAIC Motor (600104 CH), Dongfeng Motor (489 HK), TIS Inc (3626 JT)
Main Points
• Japan slides on worries ¥20tril stimulus plan is not enough
• Can JSR rebound like Olympus?
• February data surprisingly good
• China considers auto market support
• TIS Inc’s 3:1 stock split effective from April 1
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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