Report
Lindsay Whipp ...
  • Pelham Smithers
  • William Nestuk

PSA Today 7 June: Stock picking to the fore / Aducanumab decision goes down to the wire / Diamond Electric call feedback / KKR eyeing Japanese could software start-ups / Money Forward moving to TSE1 – Nikkei 225 +0.27%

Main Points
• Japan shares make marginal gains as stock picking comes to the fore
• Aducanumab decision goes down to the wire
• Diamond Electric FY20 call neutral but we remain positive
• KKR to raise investments in Japanese cloud software start-ups: report
• Money Forward to move to TSE1
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
Lindsay Whipp

Pelham Smithers

William Nestuk

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