Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Feb 25: Covid-19 hits markets hard / Fujifilm's Avigan for Covid-19 / Worst over for Sanix? / Japanese at the Geneva Auto Show – Nikkei -3.34%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Julie Boote
Nikkei ¥22,605.41 (-¥781.33 / -3.34%); Topix ¥1,618.26 (-¥55.74 / -3.33%); ¥/$110.80
Tags: V-Cube (3681 JT), Airtech (6291 JT), Recruit Holdings (6098 JT), Nissan (7201 JT), Honda (7267 JT), Nexon (3659 JT), CyberAgent (4751 JT), Square Enix (9684 JT), KDDI (9433 JT), SRE Holdings (2980 JT), Dentsu (4324 JT), Hakuhodo (2433 JT), Canon (7751 JT), TIS Inc (3626 JT), Grab (pvt.), Mitsubishi UFJ Financial Group (8306 JT), Fujifilm Holdings (4901 JT), Gilead Sciences (GILD US), AbbVie (ABBV US), Roche (ROG SW), Zhejiang Hisun Pharmaceutical (600267 CH), Tosoh (4042 JT), Sanix (4651 JT), Apple (AAPL US), Google (GOOG US), Kyocera (6971 JT), KH Neochem (4189 JT), Euglena (2931 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Suzuki (7269 JT), Toyota (7203 JT)
Main Points
• Covid-19 finally does real damage to equities
• Fujifilm’s antiviral Avigan for Covid-19
• Is the worst over at Sanix?
• Japanese automakers at Geneva Auto Show
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

Julie Boote

Pelham Smithers

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