Report
Julie Boote ...
  • Lindsay Whipp
  • Nia Dokova
  • Pelham Smithers
  • William Nestuk

PSA Today 22 Aug: Back up to 38,000 on Nikkei / Japan's higher interest rates / KHI's ship engine data debacle / Sansan thinks about shareholders / Healthcare news – Nikkei 225 +0.68% | ¥$145.32

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Will Nestuk, Lindsay Whipp and Nia Dokova
Tags: Mercari (4385 JT), Piala (7044 JT), ITbook Holdings (1447 JT), JMDC (4483 JT), M3 (2413 JT), Medley (4480 JT), Omron (6645 JT), Sumitomo Pharma (4506 JT), CyberAgent (4751 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), KHI (7012 JT), IHI (7013 JT), Hitachi Zosen (7004 JT), Sansan (4443 JT), Appier (4180 JT), Terumo (4543 JT), Charles River Laboratories (CRL US), Astellas (4503 JT), Eisai (4503 JT), Biogen (BIIB US), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Takeda (4502 JT), Sysmex (6869 JT), Otsuka Holdings (4578 JT), Peptidream (4587 JT)
Main Points
• Nikkei 225 regains 38,000 level as healthcare, DX stocks to the fore
• Further evidence Japan’s economy is weathering higher interest rates
• KHI joins the ship engine data scandal
• Sansan to post special gain from sale of securities
• Healthcare news round-up
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
Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

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