Pelham Smithers Associates Ltd - PSA Today Apr 14: Covid as market influencer / Godzilla vs Kong / Teijins patent cliff mitigation / Sansans FY20 Q3 / Money Forwards FY21 Q1 – Nikkei -0.44%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Lindsay Whipp
Pelham Smithers

PSA Today Apr 14: Covid as market influencer / Godzilla vs Kong / Teijin's patent cliff mitigation / Sansan's FY20 Q3 / Money Forward's FY21 Q1 – Nikkei -0.44%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay Whipp
Nikkei ¥29,620.99 (-¥130.62 / -0.44%); Topix ¥1,952.90 (-¥6.37 / -0.29%); ¥/$108.97
Tags: Zoom (ZM US), DocuSign (DOCU US), Workday (WDAY US), Tesla (TSLA US), Peloton (PTON US), Apple (AAPL US), Moderna (MRNA US), V-Cube (3681 JT), Freee (4478 JT), PCA (9629 JT), Seiko Epson (6724 JT), Ricoh (7752 JT), Canon (7751 JT), Konica Minolta (4902 JT), Fujifilm Holdings (4901 JT), Rakuten (4755 JT), CyberAgent (4751 JT), Z Holdings (4689 JT), M3 (2413 JT), Money Forward (3994 JT), BASE Inc (4477 JT), Welby (4438 JT), Toshiba (6502 JT), KKR (KKR US), CVC, Jeol (6951 JT), Lasertec (6920 JT), Hoya (7741 JT), AGC (5201 JT), Sony (6758 JT), Netflix (NFLX US), Comcast (CMCSA US),Teijin (3401 JT), Takeda Pharmaceutical (4502 JT), Japan Tissue Engineering (7774 JT), JCR Pharmaceuticals (4552 JT), Sansan (4443 JT), Chatwork (4448 JT), Slack (WORK US)
Main Points
• Covid lockdown market returns as Tokyo takes lead from Wall Street
• Godzilla vs Kong gets bottoms back on US cinema seats
• Teijin works to overcome its patent cliff
• Sansan FY20 Q3: Solid results despite the OP miss
• Money Forward FY21 Q1: Ahead of consensus estimates

14/04/2021 6 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

Lindsay Whipp

Pelham Smithers

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PSA Today Apr 14: Covid as market influencer / Godzilla vs Kong / Teijin's patent cliff mitigation / Sansan's FY20 Q3 / Money Forward's FY21 Q1 – Nikkei -0.44%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

PSA Media & Entertainment: Square Enix (9684 JT) – Back in Play

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

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