Report
Julie Boote ...
  • Pelham Smithers

PSA Today Apr 23: Oil and PMI figs help / Canon's poor 1Q / Eisai, Sweden's BioArctic and AD: potentially remarkable / It's a bleak picture for autos; analysis - Nikkei +1.52%

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥19,429.44 (+¥291.49 / +1.52%); Topix ¥1,425.98 (+¥19.08 / +1.36%); ¥/$107.77
Tags: Kawasaki Kisen (9107 JT), Kyoei Tanker (9130 JT), Meiji Shipping (9115 JT), CyberAgent (4751 JT), Square Enix (9684 JT), Konami (9766 JT), Eisai (4523 JT), Biogen (BIIB US), Omron (6645 JT), Canon (7751 JT), Canon Marketing Japan (8060 JT), Toshiba (6502 JT), BOE Technology Group (000725 CH), Nikon (7731 JT), Ricoh (7752 JT), BioArctic (BIOAB SS), Hyundai Motor (005380 KS), Renault (RNO FP), Peugeot (UG FP), VW (VOW GR), Daimler (DAI GR), Ford (F US), Toyota (7203 JT), Honda (7267 JT), Nissan (7201 JT)
Main Points
• Oil, mfg PMI deliver boost for equities
• Canon 1Q, while not dreadful, is worse than it looks
• BioArctic gives update on BAN-2401
• Expect bleak earning season for automakers
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
Julie Boote

Pelham Smithers

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