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

PSA Today 8 Sep: 30k again / 2Q GDP / Toyota's new battery plans / PayPal buys BNPL Paidy / Japan orders from Novavax – Nikkei +0.89%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Joel Scheiman
Tags: SoftBank Group (9984 JT), Deutsche Telekom (DTE GY), Nintendo (7974 JT), Murata (6981 JT), Lasertec (6920 JT), Tokyo Ohka Kogyo (4186 JT), Nikon (7731 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), TSMC (2330 TT), Koei Tecmo (3635 JT), Olympus (7733 JT), Digital Garage (4819 JT), Kakaku.com (2371 JT), YRGLM (3690 JT), Toyota (7203 JT), Toyota Industries (6201 JT), Ohara (5218 JT), Sanyo Chemical (4471 JT), Google (GOOGL US), PayPal (PYPL US), Square (SQ US), Amazon (AMZN US), Klana, Novavax (NVAX US), Pfizer (PFE US), Moderna (MRNA US), AstraZeneca (AZN LN), Takeda Pharmaceutical (4502 JT), Fujifilm Holdings (4901 JT), Serum Institute of India
Main Points
• Japan market closes above 30,000 as investors look for post-Suga laggards
• Japan 2Q GDP revised up – sort of
• Japan orders vaccines from Novavax
• Toyota’s new battery plans
• PayPal to acquire Japan’s BNPL Paidy
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
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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