PSA Today 11 April: Buffet and SOX effects / Eisai's Leqembi / Machine tool orders / MonotaRO's record / Global semi shipments / Asahi Kasei / BASE and BNPL / Shift's Q2 – Nikkei 225 +1.05%
Main Points• Tokyo shares rally on Berkshire Hathaway investment hopes, overnight gains on SOX
• Eisai’s Leqembi gets another boost
• Machine tool orders -15% YoY
• MonotaRO puts up record numbers
• Global semiconductor shipments -24% YoY in February
• Asahi Kasei lowers FY24 targets, considers more collaboration
• BASE Inc launches a BNPL service
• Shift Inc: FY22 Q2 key takeaways
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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