Pelham Smithers Associates Ltd - PSA Today April 1: Biden plan boosts Japans semi plays / Toyota Presents Lexus LF-Z EV Concept Fanuc interesting / Biodegradable plastics, Kaneka and Danimer – Nikkei +1.09%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
William Nestuk

PSA Today April 1: Biden plan boosts Japan's semi plays / Toyota Presents Lexus LF-Z EV Concept Fanuc interesting / Biodegradable plastics, Kaneka and Danimer – Nikkei +1.09%

Japan Market Comment by Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥29,388.87 (+¥210.07 / +0.72%); Topix ¥1,957.64 (+¥3.64 / +0.19%); ¥/$110.79
Tags: Screen (7735 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Advantest (6857 JT), Micron (MU US), Tokyo Ohka Kogyo (4186 JT), JSR (4185 JT), Fanuc (6954 JT), Keyence (6861 JT), Yaskawa Electric (6506 JT), Toshiba (6502 JT), Kioxia, Western Digital (WDC US), Nissan Motor (7201 JT), Denso (6902 JT),Toyota Motor (7203 JT), Tesla (TSLA US), GM (GM US), Yappli (4168 JT), BASE Inc (4477 JT), Volkswagen (VOW GR), Daifuku (6383 JT), Kaneka (4118 JT), Danimer Scientific (DNMR US)
Main Points
• Semi-related plays see strong moves on the back of the Biden package
• Toyota presents Lexus LF-Z EV concept
• Fanuc Top Automation Riser on Upgrade
• Biodegradable plastics: Kaneka and Danimer

01/04/2021 5 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

Julie Boote

William Nestuk

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PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, Nia Dokova and Hiroyuki Terada Tags: Microsoft (MSFT US), Advantest (6857 JT), Socionext (6526 JT), Disco (6146 JT), Hitachi (6501 JT), Hoya (7741 JT), Murata (6981 JT), Alps Alpine (6770 JT), Mitsui OSK Lines (9104 JT), Toyota Motor (7203 JT), Daihatsu (unlisted), Hino Motors (7205 JT), Aisin Corp (7259 JT), Denso (6902 JT), Sony (6758 JT), Nintendo (7974 JT), ZOZO (3092 JT), Olympus (7733 JT), Medtronic (MDT US), Sysmex (6869 JT), Terumo (4543 JT), Medis Medical Imaging (pvt), Nxera Pharma (4565 JT)...

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PSA Today April 1: Biden plan boosts Japan's semi plays / Toyota Presents Lexus LF-Z EV Concept Fanuc interesting / Biodegradable plastics, Kaneka and Danimer – Nikkei +1.09%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

PSA Media & Entertainment: Square Enix (9684 JT) – Back in Play

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

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