- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Apr 14: Rally on China trade figs / Shionogi and Covid-19 / SoftBank Group's US$1.7bil loss / Alabama plant delay for Toyota, Mazda JV / Yaskawa, China / Rakuten worth revising / Sansan surges – Nikkei +3.13%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥19,638.81 (+¥595.41 / +3.13%); Topix ¥1,433.51 (+¥27.60 / +1.96%); ¥/$107.72
Tags: Sansan (4443 JT), LinkedIn (MSFT US), Cybozu (4776 JT), Freee KK(4478 JT), Recruit (6098 JT), Rakuten (4755 JT), GA Technologies (3491 JT), Cosmos Pharma (3349 JT), Takashimaya (8233 JT), Shochiku (9601 JT), SoftBank Group (9984 JT), Shionogi (4507 JT), Gilead (GILD US), OneWeb (pvt), ByteDance (pvt), TikTok (pvt) Coupang (pvt), Oyo (pvt), ARM, Sprint (S US), Alibaba (BABA US), SoftBank Corp (9434 JT), Toyota (7203 JT), Mazda (7261 JT), Daifuku (6383 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Ferrotec (6890 JT), Nabtesco (6268 JT), KDDI (9433 JT)
Main Points
• Nikkei 225 rallies on stronger than expected Chinese trade figures
• Shionogi identifies “promising lead compounds†against Covid-19
• SoftBank Group’s US$1.7bil loss
• Toyota-Mazda Alabama plant production delayed
• Yaskawa helps China names
• Rakuten: Worth Revisiting
• Sansan surges following FY19 Q3 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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