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

PSA Today 25 June: Back above 39,000, financials up / Mixed picture for video games / Takeda rises on Livtencity approval / Considering Shift's latest acquisition / Nikkei 225 +0.95%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Nia Dokova
Tags: Disco (6146 JT), Lasertec (6920 JT), Hitachi (6501 JT), Takeda (4502 JT), Daiichi Sankyo (4568 JT), Shionogi (4507 JT), Nippon Shinyaku (4516 JT), Chugai Pharm (4519 JT), Nexon (3659 JT), Capcom (9697 JT), Toyota Motor (7203 JT), JR East (9020 JT), ANA Holdings (9202 JT), Japan Airlines (9201 JT), Microsoft (MSFT), Sony (6758 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Square Enix (9684 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), GungHo (3765 JT), Gravity (GRVY US), Shift Inc (3697 JT)
Main Points
• Nikkei 225 breaks back above 39,000 as market rotates back into financials
• Mixed picture for video game sector
• Takeda announces Livtencity approval and positive mezagitamab Phase 2b Results
• Shift’s acquisition departs from company’s own M&A criteria
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

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