Report
Joel Scheiman ...
  • Julie Boote
  • Nia Dokova
  • Pelham Smithers
  • William Nestuk

PSA Today 20 Aug: Dom tech names lead rebound / Considering Japan's small cap space / UBE's progress / Fujikura soaring / Astellas gets Padcev nod in China – Nikkei 225 +1.80% | ¥$147.03

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Nia Dokova
Tags: M3 (2413 JT), Mercari (4385 JT), Fujikura (5803 JT), Otsuka HDS (4578 JT), Chugai Pharmaceutical (4519 JT), Canon (7751 JT), Sumitomo Pharma (4506 JT), ZOZO (3092 JT), DeNA (2432 JT), Seven & I (3382 JT), Alimentation Couche-Tard (ATD CN), Keisei Electric Railway (9009 JT), Digital Garage (4819 JT), Pasona (2168 JT), Bandai Namco (7832 JT), Nexon (3659 JT), NXC (pvt), Game Science (pvt), M&A Research (9552 JT), Kao (4452 JT), Sumitomo Electric Industries (5802 JT), MEC (4971 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Hakuyosha (9731 JT), Kakaku.com (2371 JT), UBE Corp (4208 JT), Ryobi (5851 JT), Asahi Kasei (3407 JT), SWCC (5805 JT), Astellas (4503 JT), Pfizer (PFE US)
Main Points
• Tokyo shares rebound led by domestic service tech names
• Small / mid-cap tech: Structural opportunity or cyclical rotation?
• UBE Corp, progress in gigacasting and cement
• Fujikura fifth consecutive listing high
• Astellas gets approval for Padcev in China
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

Julie Boote

Nia Dokova

Pelham Smithers

William Nestuk

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