Pelham Smithers Associates Ltd - PSA Today 14 Mar: A drop on SVB contagion, yen concerns / Eisais Leqembi / Should Pfizer buy Astellas? / EU and ICE /Automation vs constrtn plays / Previewing Visionals Q2 - Nikkei 225 -2.19%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 14 Mar: A drop on SVB contagion, yen concerns / Eisai's Leqembi / Should Pfizer buy Astellas? / EU and ICE /Automation vs constrtn plays / Previewing Visional's Q2 - Nikkei 225 -2.19%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: First Republic Bank (FRC US), Silicon Valley Bank (SVB US), Citigroup (C US), Wells Fargo (WFC US), Mizuho Financial Group (8411 JT), Mitsubishi UFJ Financial Group (8306 JT), Illumina (ILMN US), Eisai (4523 JT), Biogen (BIIB US), Meiko Electronics (6787 JT), Mitsui High-Tec (6966 JT), Pfizer (PFE US), Seagen (SGEN US), Mazda (7261 JT), SMC (6273 JT), Keyence (6861 JT), HDS (6324 JT), Omron (6645 JT), Fanuc (6954 JT), Daifuku (6383 JT), Yaskawa Electric (6506 JT), HCM (6305 JT), Takeuchi (6432 JT), SHI (6302 JT), Komatsu (6301 JT), Visional Inc (4194 JT)
Main Points
• Tokyo shares slump on bank contagion worries, yen safe haven concerns
• Eisai gets a VA break with Leqembi
• Should Pfizer buy Astellas?
• EU throws combustion engine a lifeline
• Automation continues to be less hard-hit than construction machinery
• Visional FY23 Q2 preview

14/03/2023 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 14 Mar: A drop on SVB contagion, yen concerns / Eisai's Leqembi / Should Pfizer buy Astellas? / EU and ICE /Automation vs constrtn plays / Previewing Visional's Q2 - Nikkei 225 -2.19%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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