Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today Feb 26: A slump as JGB yields hit 5-yr high / Five stocks for bargain hunters to consider / Fujifilm's CDMO business: still looking good – Nikkei -3.99%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥28,966.01 (-¥1,202.26 / -3.99%); Topix ¥1,864.49 (-¥61.74 / -3.21%); ¥/$106.15
Tags: SoftBank Corp (9434 JT), Sumitomo Metal Mining (5713 JT), Chugai Pharmaceutical (4519 JT), Takeda (4502 JT), Square Enix (9684 JT), PCF Group (PCF PW), Ateam (3662 JT), Sumitomo Electric (5802 JT), Meidensha (6508 JT), Megachips (6875 JT), SiTime (SITM US), NEC (6701 JT), Murata (6981 JT), GA Technologies (3491 JT), Daiichi Sankyo (4568 JT), Sony (6758 JT), Fujifilm Holdings (4901 JT), Japan Tissue Engineering (7774 JT), Teijin (3401 JT), Novavax (NVAX US), Pfizer (PFE US)
Main Points
• Nikkei slumps as JGB yields hit 5-yr high
• Five stocks for bargain hunters to consider
• Fujifilm’s CDMO business still looking good
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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