PSA Today Mar 5: Drifting off / Pigeon in China / CMOS prices stable? / Auto concerns / IHI and MHI / Gree, Supercell, the law and social media – Nikkei -0.44%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, and Thao NguyenNikkei ¥21,726.28 (-¥95.76 / -0.44%); Topix ¥1,619.23 (-¥8.36 / -0.51%); ¥/$111.92
Tags: Pigeon (7956), Unicharm (8113 JT), Kao (4452 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Capcom (9697 JT), Electronic Arts (EA US), Rohm (6963 JT), JD.Com (JD US), Sony (6758 JT), Subaru (7270 JT), Isuzu (7202 JT), Hino (7205 JT), Toyota (7203 JT), Nissan (7201 JT), IHI (7013 JT), MHI (7011 JT), Gree (3632 JT), Supercell (pvt.)
Main Points
• Markets lower on US construction worries
• Pigeon: a canary in China’s consumer coalmine?
• CMOS prices stable?
• Auto stocks down on US, China growth concerns
• IHI sinks on engine maintenance inspection issue
• Gree’s legal clash with Supercell is playing on social media
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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