Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Mar 8: Cyclicals perky on oil price and Nippon Steel's green and techy news / Considering anime in Sony Music / Honda and AD / Fujifilm's Avigan: more competition – Nikkei -0.42%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥28,743.25 (-¥121.07 / -0.42%); Topix ¥1,893.58 (-¥2.60 / -0.14%); ¥/$108.47
Tags: Nidec (6594 JT), Nitori Holdings (9843 JT), Sony (6758 JT), Nissan Motor (7201 JT), Bridgestone (5108 JT), Nippon Steel (5401 JT), Showa Denko (4004 JT), Tokai Carbon (5301 JT), Ricoh (7752 JT), Canon (7751 JT), Tamron (7740 JT), NEC (6701 JT), NS Solutions (2327 JT), Toyota Motor (7203), IHI (7013 JT), Spotify (SPOT US), Apple (AAPL US), Facebook (FB US), Vivendi (VIV FP), Honda Motor (7267 JT), Alphabet (GOOGL US), VW (VOW GR), Merck (MRK US), Ridgeback Biotherapeutics, Fujifilm Holdings (4901 JT), GlaxoSmithKline (GSK LN)
Main Points
• Bifurcated market as cyclicals rise on oil, Nippon Steel news
• Nippon Steel goes green, does tech
• Can animé turn round Sony’s Music fortunes as well as Sony Music?
• Honda’s AD efforts
• More competition for Fujifilm’s Avigan
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
Joel Scheiman

Julie Boote

Pelham Smithers

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