Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 25 Sep: Shrugging off concerns / Are bond yields high enough? / Eisai's Leqembi / Toyota's EV plans / LiB supply chain / SMM invests / Money Forward, Mesh – Nikkei 225 +0.85% | ¥$148.43

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Tags: China Evergrande (3333 HK), Daiichi Sankyo (4568 JT), AstraZeneca (AZN LN), Astellas Pharma (4503 JT), Eisai (4523 JT), Seagen (SGEN US), Merck (MRK US), Nippon Yusen (9101 JT), Komatsu (6301 JT), Toray (3402 JT), Sony (6758 JT), Capcom (9697 JT), Biogen (BIIB US), BioArctic (BIOAB SS), Sysmex (6869 JT), Shimadzu (7701 JT), Lilly (LLY US), BYD (1211 HK), Toyota Motor (7203 JT), Tesla (TSLA US), BYD (1211 HK), Sumitomo Metal Mining (5713 JT), Nano One Materials (NANO CA), Money Forward (3994 JT), Mesh, Galaxy Investment Partners, Samsung Next
Main Points
• Tokyo shares shrug off China property market concerns to close higher on increased drug sector interest
• Does BoJ clarification mean Japan’s bond yields have risen enough?
• Japan approves Eisai AD drug Leqembi
• Toyota to build 600,000 EVs in 2025
• Japan and Canada cooperate in LiB supply chains
• Sumitomo Metal Mining invests in Canada’s Nano One
• Money Forward leads Series ‘A’ funding round for US fintech start-up Mesh
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

Lindsay Whipp

Pelham Smithers

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