Pelham Smithers Associates Ltd - PSA Today Apr 8: Covid concerns / Yaskawas figures tomorrow / Asahi Kasei: tough FY21 comps / Previewing Sansans Q3 - Nikkei -0.07%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today Apr 8: Covid concerns / Yaskawa's figures tomorrow / Asahi Kasei: tough FY21 comps / Previewing Sansan's Q3 - Nikkei -0.07%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, and Lindsay Whipp
Nikkei ¥29,708.98 (-¥21.81 / -0.07%); Topix ¥1,951.86 (-¥15.57 / -0.79%); ¥/$109.56
Tags: Toshiba (6502 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Hitachi Metals (5486 JT), Hitachi (6501 JT), Bain Capital, Japan Industrial Partners, Japan Industrial Solutions, Kaneka (4118 JT), Danimer (DNMR US), ZOZO (3092 JT), Askul (2678 JT), Raccoon Holdings (3031 JT), Fidea Holdings (8713 JT), GMO Internet (9449 JT), Mercari (4385 JT), Lemonade (LMND US), Lifenet Insurance (7157 JT), Syuppin (3179 JT), Yaskawa (6506 JT), Fanuc (6594 JT), Asahi Kasei (3407 JT), Sansan (4443 JT), Bengo4.com (6027 JT), LinkedIn (MSFT US), Z Holdings (4689 JT), LINE Corp, Freee KK (4478 JT)
Main Points
• Market reverses Wednesday’s gains amid rising Covid concerns
• Asahi Kasei faces tough comps in FY21
• Automation up ahead of Yaskawa results tomorrow
• Sansan: FY20 Q3 preview

08/04/2021 1 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

William Nestuk

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PSA Today Apr 8: Covid concerns / Yaskawa's figures tomorrow / Asahi Kasei: tough FY21 comps / Previewing Sansan's Q3 - Nikkei -0.07%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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