Pelham Smithers Associates Ltd - PSA Today 28 Sep: Sell-off, toying with ¥145/$ / Eisai, Sysmex and lecanemab / iPhones / Nissan Chems strengths / Daifukus TSMC benefit / Cybozus Aug sales – Nikkei 225 -1.50%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 28 Sep: Sell-off, toying with ¥145/$ / Eisai, Sysmex and lecanemab / iPhones / Nissan Chem's strengths / Daifuku's TSMC benefit / Cybozu's Aug sales – Nikkei 225 -1.50%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Will Nestuk and Lindsay Whipp
Tags: Kao Corp (4452 JT), Eisai (4523 JT), Sysmex (6869 JT), Chugai Pharmaceutical (4519 JT), Roche (ROB SW), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Apple (AAPL US), Alps Alpine (6770 JT), Hon Hai (2317 TT), Biogen (BIIB US), BioArctic (BIOAB SS), Lilly (LLY US), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Sony (6758 JT), Nissan Chemical (4021 JT), Shin-Etsu Chemical (4063 JT), Sumitomo Chemical (4005 JT), Daifuku (6383 JT), TSMC (2330 TT), SK Hynix (000660 KS), Intel (INTC US), Samsung Electronics (005930 KS), Cybozu (4776 JT)
Main Points
• Topix sold off as yen toys with ¥145/$
• Lecanemab appears to work; what next?
• iPhone demand shift may suit Sony, TDK
• Nissan Chemical’s agrochemical strengths
• Daifuku likely to see firm TSMC business into FY23
• Cybozu August sales add to signs of recovery in growth

28/09/2022 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

William Nestuk

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PSA Today 28 Sep: Sell-off, toying with ¥145/$ / Eisai, Sysmex and lecanemab / iPhones / Nissan Chem's strengths / Daifuku's TSMC benefit / Cybozu's Aug sales – Nikkei 225 -1.50%

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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