PSA Today 29 Sep: Ex-div and an index gain / Considering lecanemab's results / Nikon courts its skilled workers / Toyota, EVs, and China – Nikkei +0.95%
Japan Market Comment by Pelham Smithers and Julie BooteTags: Nippon Yusen (9101 JT), Mitsui OSK (9104 JT), Astellas (4503 JT), Takeda (4502 JT), Eisai (4523 JT), Biogen (BIIB US), BioArctic (BIOAB SS), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Toyota Motor (7203 JT), Honda (7267 JT), Nidec (6954 JT), Ono Pharmaceutical (4528 JT), Daiichi Sankyo (4523 JT), Nikon (7731 JT), Capcom (9697 JT), Bandai Namco (7832 JT), BYD (1211 HK), Tesla (TSLA US)
Main Points
• Market rallies on Wall Street gains despite many shares going ex-dividend
• Wariness obvious about lecanemab results
• Nikon to pay highly skilled workers 20% extra
• Toyota’s EV exposure in China
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.
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