Report
Julie Boote ...
  • Pelham Smithers

PSA Today Mar 5: Bounce after Wall Street surge / 5G and Covid-19 / Autos: concern about supply chains – Nikkei +0.08%

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥21,100.06 (+¥17.33 / +0.08%); Topix ¥1,502.50 (-¥2.62 / -0.17%); ¥/$107.38
Tags: Takeda Pharmaceutical (4502 JT), AnGes Inc (4563 JT), Takara Bio (4974 JT), Shimadzu Corp (7701 JT), Hitachi (6501 JT), Fujitsu (6702 JT), Seven & I (3382 JT), Marathon Oil (MRO US), SoftBank Corp (9434 JT), NTT Docomo (9437 JT), Huawei (pvt.), Hyundai Motor (005380 KS), Nissan (7201 JT), Honda (7267 JT), Toyota (7203 JT), GM (GM US)
Main Points
• Japan stocks bounce after Wall St surge
• Covid-19 impacting Japan 5G rollout
• Autos: Concern over further supply chain disruptions
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

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