Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today Dec 26: TSE losing streak ends / the Cybozu experience / Shin-Etsu Chemical targets 5G Materials / Fujifilm tries again on Alzheimer’s – Nikkei +0.06%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥23,924.92 (+¥142.05 / +0.60%); Topix ¥1,731.20 (+¥9.78 / +0.57%); ¥/$109.55
Tags: Murata (6981 JT), Hoya (7741 JT), Apple (AAPL US), Taiyo Yuden (6976 JT), TDK (6762 JT), J Front Retailing (3086 JT), Parco (8251 JT), Credit Saison (8253 JT), Aeon (8267 JT), Cybozu (4776 JT), Sanrio (8136 JT), Otsuka Kagu (8186 JT), Obic (4684 JT), Microsoft (MSFT US), Shin-Etsu Chemical (4063 JT), Nitto Boseki (3110 JT), Asahi Kasei (3407 JT), Novoset LLC (US, pvt.), Fujifilm (4901 JT), Eisai (4523 JT), Biogen (BIIB US), Otsuka Holdings (4578 JT)
Main Points
• Tokyo snaps losing streak as tech stocks make gains –
• The Cybozu difference
• Shin-Etsu Chemical targets 5G Materials
• Fujifilm tries again on Alzheimer’s
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
Joel Scheiman

Pelham Smithers

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