Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today Apr 13: Down on growing Covid-19 concerns / Abe's video / Is Japan's Covid-19 situation worse than official figures suggest? / Nippon Shokubai and Sanyo Chemical delay merger – Nikkei -2.33%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥19,043.40 (-¥455.10 / -2.33%); Topix ¥1,405.91 (-¥24.13 / -1.69%); ¥/$107.95
Tags: LINE Corp (3938 JT), Yaskawa Electric (6506 JT), OSG Corp (6136 JT), Toyo Seikan (5901 JT), Recruit Holdings (6098 JT), Hitachi (6501 JT), Kitanotatsujin (2930 JT), MonotaRO (3064 JT), Pan Pacific International (7532 JT), Lawson Inc (2651 JT), SoftBank Group (9984 JT), Oyo (pvt.), Mizuho Financial Group (8411 JT), Nippon Shokubai (4114 JT), Sanyo Chemical (4471 JT)
Main Points
• Nikkei falls on growing Covid-19 threat
• Abe’s video nasty
• Might Japan’s Covid-19 situation already be far worse than official figures suggest?
• Nippon Shokubai and Sanyo Chemical delay merger
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

Pelham Smithers

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