Pelham Smithers Associates Ltd - PSA Today 20 Oct: CPI respite amid gloom / Daiichi Sankyos triple Merck deal / Video games round-up / Shinko forecasts / Mtb Chem IR day / Previewing NRIs Q2 – Nikkei 225 -0.54% | ¥$149.92

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 20 Oct: CPI respite amid gloom / Daiichi Sankyo's triple Merck deal / Video games round-up / Shinko forecasts / Mtb Chem IR day / Previewing NRI's Q2 – Nikkei 225 -0.54% | ¥$149.92

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Tags: Panasonic (6752 JT), Tesla (TSLA US), Canon (7751 JT), ASML (ASML US), TSMC (2330 TT), Advantest (6857 JT), Disco (6146 JT), Murata (6981 JT) Daiichi Sankyo (4568 JT), Merk (MRK US), Keisei Electric Railway (9009 JT), Topcon (7732 JT), Oriental Land (4661 JT), Sony (6758 JT), Nintendo (7974 JT), Wedbush ETFMG Video Game Tech ETF (GAMR US), Nissan Motor (7201 JT), Renault (RNO FP), Smaregi (4431 JT), AstraZeneca (AZN LN), Seagen (SGEN US), Pfizer (PFE US), Chugai Pharmaceutical (4519 JT), Peptidream (4587 JT), Microsoft (MSFT US), Bandai Namco (7832 JT), Activision (ATVI US), Square Enix (9684 JT), Shinko Electric (6967 JT), Mitsubishi Chemical Group (4188 JT), JSR (4185 JT), Shin-Etsu Chemical (4063 JT), Nomura Research Institute (4307 JT)
Main Points
• Wall St weakness drags Tokyo shares lower but CPI data provides respite
• Daiichi Sankyo in triple ADC drug deal with Merck
• Video games industry round-up
• Mitsubishi Chemical IR Day gets a cool reception
• NRI FY23 Q2 preview

20/10/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 20 Oct: CPI respite amid gloom / Daiichi Sankyo's triple Merck deal / Video games round-up / Shinko forecasts / Mtb Chem IR day / Previewing NRI's Q2 – Nikkei 225 -0.54% | ¥$149.92

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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