- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 29 July: A slide / Bank of Japan in July / Chugai, A's D and trontinemab / Q1s for ADV, NEC, Komatsu, NRI / Busy M&ACP – Nikkei -0.79% | ¥$148.50
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Taiyo Yuden (6976 JT), Yaskawa Electric (6506 JT), Mazda (7261 JT), Shimizu (1803 JT), Taisei (1801 JT), Kajima (1812 JT), Advantest (6857 JT), Lasertec (6920 JT), Tokuyama (4043 JT), Sumco (3436 JT), Nitto Denko (6988 JT), Screen Holdings (7735 JT), Ebara (6361 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), SBI Holdings (8473 JT), Nomura Research Institute (4307 JT), Koei Tecmo (3635 JT), Capcom (9697 JT), Otsuka Holdings (4578 JT), DKS (4461 JT), Roche (ROG SW), Eisai (4523 JT), Biogen (BIIB US), Eli Lilly (LLY US), Chugai Pharmaceutical (4519 JT), Disco (6146 JT), Teradyne (TER US), NEC Corp (6701 JT), Hitachi (6501 JT), Komatsu (6301 JT), Obic (4684 JT), M&A Capital Partners (6080 JT)
Main Points
Japan shares slide as tariff optimism continues to wane
Did the Bank of Japan resume tapering in July?
AD drug development news should be positive for Chugai Pharm
Advantest FY25 Q1 +4x YoY, revises up full-year guidance
NEC FY25 Q1 OP +8x YoY
Komatsu FY25Q1 slightly disappoints
NRI FY25 Q1 results beat consensus estimates, sending shares higher
M&A Capital Partners completes 96 M&A deals in CY25 1H
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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