- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 3 Oct: Rebound / Post 5-G era for optical fibre sensing / UBE rejigs / TOY's EV prevarication / Previewing Yaskawa Q2 / Genki PeptiDream – Nikkei 225 +1.97% | ¥146.68
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Nia DokovaTags: M3 (2413 JT), Disco (6146 JT), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Nxera (4565 JT), PeptiDream (4587 JT), Hitachi (6501 JT), MHI (7011 JT), Berkshire Hathaway (BRK/A US), TDK (6762 JT), Ryohin Keikaku (7453 JT), Fast Retailing (9983 JT), Nitori (9843 JT), Kasumigaseki Capital (3498 JT), NTT (9432 JT), NEC Corp (6701 JT), NTT Data (9613 JT), UBE Corp (4208 JT), Lanxess AG (LXS GR), Toyota Motor (7203 JT), General Motors (GM US), Ford (F US), VW (VOW GR), Renault (RNO FP), Volvo (VOLCAR SS), Tesla (TSLA US), Yaskawa Electric (6506 JT), Curium (pvt), Mitsubishi Corp (8058 JT), Bristol Myers Squibb (BMY US), Novartis (NOVN SW), Bayer (BAYN GR), Eli Lilly (LLY US), AstraZeneca (AZN LN)
Main Points
• Tokyo shares rebound on Ishiba interest rate comments
• Optical fibre sensing starts post-5G era
• UBE plans ¥74bil urethane acquisition, exits steel
• Toyota delays EV plans
• Yaskawa Q2 preview: positive slant
• PeptiDream announces new strategic partnership
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.