- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 9 April: Yuk: tariffs, plus a 30yr JGB slump / DPP call for BoJ rate cut / EU carbon fiber woes? / Money Forward Q1 review / Pharma turmoil / Treasure Factory FY24 results – Nikkei 225 -3.93% | ¥$144.83
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: SMIC (981 HK), Hua Hong (1347 HK), Advanced Micro-Fabrication (688012 CH), Yaskawa Electric (6506 JT), Taiyo Yuden (6976 JT), Disco (6146 JT), Advantest (6857 JT), Sumitomo Pharma (4506 JT), Dai-ichi Life (8750 JT), T&D Holdings (8795 JT), Sumitomo Metal Mining (5713 JT), Toray (3402 JT), Teijin (3401 JT), Japan Steel Works (5631 JT), Hino Motors (7205 JT), Cummins (CMI US), Nintendo (7974 JT), Resonac (4004 JT), Shift (3697 JT), Sansan (4443 JT), Timee (215A JT), Mitsubishi Chemical Group (4188 JT), Money Forward (3994 JT), Obic Business Consultants (4733 JT), Freee KK (4478 JT), Daiichi Sankyo (4568 JT), Santen (4536 JT), Rohto Pharmaceutical (4527 JT), Fuji Pharma (4554 JT), Takeda (4502 JT), Otsuka Holdings (4578 JT), Astellas (4503 JT), Eisai (4523 JT), Nxera (4565 JT), Chugai (4519 JT), PeptiDream (4587 JT), Treasure Factory (3093 JT)
Main Points
Nikkei 225 drops -4% as tariffs, introduced, 30yr JGBs slump
DPP calls for BoJ rate cut
Carbon fiber shares slide on EU restriction talk
Money Forward: FY25 Q1 preview
Pharma rollercoaster
Treasure Factory’s FY24 results
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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