PSA Today Apr 17: A remdesivir rally / TSMC sparks SPE rally / China macro figs / The fight back, PSA's Covid-19 opportunities picks – Nikkei +3.15%
Japan Market Comment by Pelham SmithersNikkei ¥19,897.26 (+¥607.06 / +3.15%); Topix ¥1,442.54 (+¥20.30 / +1.43%); ¥/$107.74
Tags: Gilead (GILD US), SoftBank Group (9984 JT), Recruit (6098 JT), Kitanotatsujin (2930 JT), Enigmo (3665), Konami (9766 JT), CyberAgent (4751 JT), Kusuri no Aoki (3549 JT), Cosmos Pharmaceutical (3349 JT), Sundrug (9989 JT), Fuji Media (4676 JT), TBS (9401 JT), NTV (9404 JT), TV Asahi (9409 JT), TSMC (2330 TT), ASML (ASML NA), Lasertec (6920 JT), Screen (7735 JT), Ulvac (6728 JT), Kaneka (4118 JT), Fujifilm Holdings (4901 JT), Roche (ROG SW), Chugai Pharmaceutical (4519 JT), Abbott Labs (ABT US), Becton Dickinson (BDX US), DiaSorin (DIA IM), Konica Minolta (4902 JT), Nippon Steel (5401 JT), Nippon Yusen (9101 JT), Honda Motor (7267 JT), Olympus (7733 JT), Dentsu (4324 JT), Sony (6758 JT), Sundrug (9989 JT), Nintendo (7974 JT)
PSA’s Covid-19 Opportunity List: GMO Payment (3769 JT) – Non-cash payment, SBI Holdings (8473 JT) – Online finance, Rakuten Inc (4755 JT) – eCommerce, Cybozu Inc (4776 JT) – Remote working, Medley Inc (4480 JT) – Telemedicine, KDDI (9433 JT) – Wireless / eCommerce / ePayment, Z Holdings (4689 JT) – eCommerce, TIS Inc (3626 JT) – Non-cash payment, NEC (6701 JT) – 5G infrastructure, Anritsu (6754 JT) – 5G infrastructure [test], Otsuka Corp (4768 JT) – Remote working, Net One Systems (7518 JT) – Remote working, Daifuku (6383 JT) – Warehouse automation, GMO Internet (9449 JT) – Online finance, Yamato Holdings (9064 JT) – B2C delivery, CyberAgent Inc (4751 JT) – Online content, SG Holdings (9143 JT) – B2B delivery / online logistics, M3 Inc (2413 JT) – Telemedicine, MonotaRO (3064 JT) – Online B2B eCommerce, Misumi (9962 JT) – Online B2B eCommerce
Main Points
• Remdesivir news sparks rally as Nikkei 225 gains 20% from lows
• SPE-plays gain as TSMC maintains 2020 capex plans
• Important China macro data released today
• War with Covid-19: The humans fight back
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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