Pelham Smithers Associates Ltd - PSA Today 4 Dec: Strong yen, China macro concerns / Considering the healthcare stocks / TOYs UK plans / Iwatani and Cosmo Energy / Machinery and automation plays - Nikkei 225 -0.60%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today 4 Dec: Strong yen, China macro concerns / Considering the healthcare stocks / TOY's UK plans / Iwatani and Cosmo Energy / Machinery and automation plays - Nikkei 225 -0.60%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Tags: GMO Internet (9449 JT), Monex (8698 JT), Nintendo (7974 JT), Sony (6758 JT), Bandai Namco (7832 JT), Konami (9766 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Dentsu (4324 JT), BASE (4477 JT), Matsuya (8237 JT), Chugai Pharm (4519 JT), Otsuka Holdings (4578 JT), Terumo (4543 JT), Olympus (7733 JT), Takeda (4502 JT), Daiichi Sankyo (4568 JT), Pfizer (PFE US), Seagen (SGEN US), Roche (ROG VX), Ricardo (RCDO LN), Iwatani Corp (8088 JT), Cosmo Energy Holdings (5021 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Yaskawa (6506 JT), Keyence (6861 JT), Fanuc (6954 JT), SMC (6273 JT)
Main Points
• Tokyo shares lose ground on strong yen, China concerns
• Japanese healthcare stocks: time for a rethink?
• Toyota ponders UK investments
• Iwatani falls on Cosmo Energy share purchase
• Komatsu share price reverses with that of HCM

04/12/2023 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

Pelham Smithers

William Nestuk

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PSA Today 4 Dec: Strong yen, China macro concerns / Considering the healthcare stocks / TOY's UK plans / Iwatani and Cosmo Energy / Machinery and automation plays - Nikkei 225 -0.60%

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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