Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Apr 7: Corporate news flow supportive / CVC plays a Toshiba bid blinder / Isuzu's new US self-drive partner / Money Forward's Receivables business – Nikkei +0.12%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Nikkei ¥29,730.79 (+¥34.16 / +0.12%); Topix ¥1,967.43 (+¥13.09 / +0.67%); ¥/$109.75
Tags: NEC (6701 JT), Toshiba (6502 JT), Hitachi (6501 JT), AxceLead, Fujitsu (6702 JT), Palo Alto Networks (PANW US), Toshiba Tec (6588 JT), Shibaura Mechatronics (6590 JT), CVC Capital Partners, Internet Initiative Japan (3774 JT), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron Device (2760 JT), Shinko Electric (6967 JT), Showa Denko (4004 JT), Hitachi Chemical, Tokai Carbon (5301 JT), SEC Carbon (5304 JT), LG Electronics (066570 KS), TDK (6762 JT), Alps Alpine (6770 JT), Precision System Science (7707 JT), Toyobo (3101 JT), Nippon Denko (5563 JT), Rohm (6963 JT), Diamond Electric (6699 JT), Beaglee (3981 JT), Konami (9766 JT), Kioxia, Sharp (6753 JT), Nissan Motor (7201 JT), Chugai Pharmaceutical (4519 JT), Micron (MU US), Showa Denko (4004 JT), SoftBank Group (9984 JT), Canon (7751 JT), Kyocera (6971 JT), Mitsubishi Electric (6503 JT), MHI (7011 JT), Panasonic (6752 JT), Renesas (6723 JT), Innovation Network, Isuzu (7202 JT), Gatik, Walmart (WMT US), Loblaw Cos (L CN), Ford (F US), Toyota Motor (7203 JT), Money Forward (3994 JT), Zenyou, Greensill
Main Points
• Tokyo higher on positive corporate newsflow
• CVC offers to take Toshiba private
• Isuzu Partners with self-drive start-up Gatik in the US
• Money Forward: A quick take on its receivables business
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

Lindsay Whipp

Pelham Smithers

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