Report
Joel Scheiman ...
  • Julie Boote
  • William Nestuk

PSA Today Mar 9: A 1.4% gain WoW/Auto sector down on steel tariffs/MMC's PHEV expansion/2018 to see a housing pick-up?/We visit KHI - Nikkei +0.47%

Japan Market Comment by Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥21,469.20 (+¥101.13 / +0.47%); Topix ¥1,715.48 (+¥5.53/ +0.32%); ¥/$106.64
Tags: Hosoya Pyro-Engineering (4274 JP), Ishikawa Seisakusho (6208 JP), Howa Machinery (6203 JP), Kobe Steel (5406 JP), JFE Holdings (5411 JP), Nippon Steel & Sumitomo Metal (5401 JP), Keyence (6861 JP), Fujitsu (6702 JP), Minebea Mitsumi (6479 JP), Renesas Electronics (6723 JP), Denso (6902 JP), SBI Holdings (8473 JP), Capcom (9697 JP), Sekisui House (1928 JP), Mitsubishi Motors (7211 JP), Sekisui House (1928 JP), Asahi Kasei (3407 JP), Daiwa House (1925 JP), Sekisui Chemical (4204 JP), KHI (7012 JP), West Japan Railway (9021 JP), East Japan Railway (9020 JP)
Main Points at a Glance
• A 1.4% gain WoW
• Auto sector down on steel import tariff
• Mitsubishi Motors: Expansion of PHEV line-up coming up
• Might housing orders pick up in 2018?
• We visit KHI
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

William Nestuk

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