Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Feb 25: Following Higher / Readthrough from Roche's Acquisition of Spark Therapeutics to Chugai Pharm / Sony's New Xperia / HDD Roadmap / Goldwin Withdraws from ZOZOTOWN – Nikkei +0.48%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Nikkei ¥21,528.23 (+¥102.72 / +0.48%); Topix ¥1,620.87 (+¥11.35 / +0.71%) ¥/$110.62
Tags: Nidec (6594 JT), Nintendo (7974 JT), Bank of Kyoto (8369 JT), NEC (6701 JT), Rakuten (4755 JT), Huawei (pvt), Fujitsu (6702 JT), Anritsu (6754 JT), Murata (6981 JT), TDK (6762 JT), Roche (ROG SW), Spark Therapeutics (ONCE US), Chugai Pharm (4519 JT), Novartis (NOVN SW), Sony (6758 JT), Samsung Electronics (005930 KS), Apple (AAPL US), Subaru (7270 JT), Toyota (7203 JT), Mazda (7261 JT), Nissan (7201 JT), Honda (7267 JT), Mitsubishi Motors (7211 JT), Showa Denko (4004 JT), Toshiba (6502 JT), Western Digital (WDC US), Hoya (7441 JT), ZOZO (3092 JT), Goldwin Inc (8111 JT), Right On (7445 JT), Onward Holdings (8016 JT), Fast Retailing (9983 JT)
Main Points at a Glance
• Tokyo continues to take lead from other markets, closing moderately higher
• Chugai Pharm – readthrough from Roche Acquisition of Spark Therapeutics
• Sony’s new Xperia phone
• Subaru tops US reliability study
• The latest surprise in the HDD roadmap
• ZOZO surged despite Goldwin’s withdrawal
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

Pelham Smithers

Thao Nguyen

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