Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today March 27: Rally second day / Video game stocks ranked / Murata's FEM fortunes / Malta, SBI and Huobi / Mitsui Chem, Chinese Antidumping/ Mtb Elec dividend hike - Nikkei +2.65%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥21,317.32 (+¥551.22 / +2.65%); Topix ¥1,717.13(+¥45.81/ +2.74%); ¥/$105.62
Tags: Panasonic (6752 JP), Showa Denko (4004 JP), CyberAgent (4751 JP), mixi (2121 JP), Konami (9766 JP), Nexon (3659 JP), Sony (6758 JP), Square Enix (9684 JP), Bandai Namco (7832 JP), Capcom (9697 JP), GungHo (3765 JP), Nintendo (7974 JP), Universal Entertainment (6425 JP), Sega Sammy (6460 JP), DeNA (2432 JP), Koei Tecmo (3635 JP), Gumi (3903 JP), Gree (3632 JP), Colopl (3668 JP), KLab (3656 JP), Murata (6981 JP), Samsung (005930 KS), Broadcom (AVGO US), Skyworks (SWKS US), Apple (AAPL US), Alps (6770 JP), SBI Holdings (8473 JP), Huobi (pvt), Binance (pvt), Mitsui Chemicals (4183 JP), Shanghai Sinopec Mitsui Chemicals, Shell Chemical (private, US), Mitsubishi Electric (6503 JP)

Main Points at a Glance
• Market rallied for a second day, thanks to Wall Street’s sharp bounce overnight
• Current pecking order for video game stocks
• Murata doesn’t get FEM socket win in US bound S9+
• Is Malta behind SBI / Huobi split?
• China antidumping move might help Mitsui Chemicals
• Mitsubishi Electric: Dividend hike outweighs raw material impact
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

Pelham Smithers

William Nestuk

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