Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today 29 Mar: FDA approval process and Leqembi / Hino ups its loss estimate / Cybozu genki – Nikkei 225 +1.33%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Alibaba (9988 HK), SoftBank Group (9984 JT), Honda (7267 JT), Toyota Motor (7203 JT), Suzuki Motor (7269 JT), Nintendo (7974 JT), Capcom (9697 JT), GA Technologies (3491 JT), Rakuten (4755 JT), SBI Sumishin Net Bank (7163 JT), Eisai (4523 JT), Biogen (BIIB US), Hino Motors (7205 JT), Cybozu (4776 JT)
Main Points
• Alibaba break-up, yen weakness fuel 365pt gain in Nikkei 225
• FDA draft guidance outlines one-trial approval process
• Hino raises its FY22 raises its net loss guidance numbers
• Cybozu’s monthly OP continues to recover
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

Pelham Smithers

Thao Nguyen

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