Pelham Smithers Associates Ltd - PSA Today 14 Mar: Small gain / Roland RGs MBO topped / Nissan plus Honda on EVs? / NDAs from Chugai, Daiichi Sankyo / Money Forward eyes HNWIs / Park 24s FY24 Q1 – Nikkei 225 +0.29% | ¥$147.90

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Nia Dokova
Pelham Smithers

PSA Today 14 Mar: Small gain / Roland RG's MBO topped / Nissan plus Honda on EVs? / NDAs from Chugai, Daiichi Sankyo / Money Forward eyes HNWIs / Park 24's FY24 Q1 – Nikkei 225 +0.29% | ¥$147.90

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Hiroyuki Terada and Nia Dokova
Tags: Brother Industries (6448 JT), Roland DG (6789 JT), JSR Corp (4185 JT), Shinko Electric (6967 JT), Freeport-McMoRan (FCX US), Mitsubishi Materials Corp (5711 JT), Sumitomo Metal Mining (5713 JT), DOWA Holdings (5714 JT), Asahi Kasei (3407 JT), Toppan Holdings (7911 JT), Ibiden (4062 JT), Canon (7751 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT), Renault (RNO FP), Stellantis (STLA US), Mitsubishi Motors (7211 JT), General Motors (GM US), Sony (6758 JT), Tesla (TSLA US), Chugai Pharmaceutical (4519 JT), Daiichi Sankyo (4568 JT), Roche (ROG SW), Money Forward (3994 JT), PrivateBANK (pvt), Nomura Research Institute (4307 JT), Park24 (4666 JT)
Main Points
• Japan shares rise on yen weakness, rising commodity prices
• Brother’s counteroffer for Roland DG may have broader market implications
• Nissan to consider EV cooperation with Honda
• New drug applications [Japan NDAs] from Chugai and Daiichi Sankyo announced aftermarket
• Money Forward starts JV aimed at Japan’s HNWIs
• Park24’s FY24 Q1 results came in ahead of plan; Q2 also looking good

14/03/2024 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

Hiroyuki Terada

Joel Scheiman

Julie Boote

Nia Dokova

Pelham Smithers

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PSA Today 14 Mar: Small gain / Roland RG's MBO topped / Nissan plus Honda on EVs? / NDAs from Chugai, Daiichi Sankyo / Money Forward eyes HNWIs / Park 24's FY24 Q1 – Nikkei 225 +0.29% | ¥$147.90

PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23

PSA Today 20 May: Bonds fall as commodity prices rise / Camera market / Nxera's muscarinic receptors / Japan and ASEAN to develop joint auto strategy / Cable makers /Rising copper price helps Komatsu, weighs on Daikin – Nikkei 225 +0.73% |

The PSA Weekly Research Round up for the week to 17 May 2024

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