PSA Today July 27: Recovery from weak open / Ono and Covid? / Intel news / Software spend/ Canon Marketing / Chugai: strong Q2 / Electronic materials / Considering CyberAgent / Obic dull / OBC ups advertising / Previewing NRI- Nikkei -0.16%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥22,715.85 (-¥35.76 / -0.16%); Topix ¥1,576.69 (+¥3.73 / +0.24%); ¥/$105.44
Tags: Intel (INTC US), Shopify (SHOP US), Twilio (TWLO US), Microsoft (MSFT US), Slack (WORK US), Sansan Inc (4443 JT), Freee KK (4478 JT), Serverworks (4434 JT), Nvidia (NVDA US), SoftBank Group (9984 JT), Lasertec (6920 JT), Shinko Electric (6967 JT), AGC (5201 JT), Nikon (7731 JT), Net One Systems (7518 JT), Otsuka Corp (4768 JT), Japan Aviation Electronics (6807 JT), NEC (6701 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), Square Enix (9684 JT), Aiming Inc (3911 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Sony (6758 JT), Ono Pharmaceutical (4528 JT), Fujifilm Holdings (4901 JT), AI Therapeutics, TSMC (2330 TT), AMD (AMD US), Huawei, TDK (6762 JT), Canon Marketing Japan (8060 JT), Canon Electronics (7739 JT), Canon Inc (7751 JT), Chugai Pharmaceutical (4519 JT), Shin-Etsu Polymer (7970 JT), Shin-Etsu Chemical (4063 JT), Sumitomo Bakelite (4203 JT), Obic Co (4684 JT), SAP (SAP GY), Obic Business Consultants (4733 JT), PCA Corp (9629 JT), Money Forward (3994 JT), Nomura Research Institute (4307 JT), Hyphenate
Main Points
• Market recovers from weak opening to close little changed
• Report in Nature identifies ONO-5334 as potential Covid treatment
• Intel news means TSMC doesn’t need Huawei to fill EUV capacity
• Q1 2020 software spend even stronger than originally thought
• Canon Marketing’s 2Q shows Canon Inc what to do
• Chugai: strong 2Q FY20 (Dec) showing
• Electronic materials: notes on Shin-Etsu Polymer, Shin-Etsu Chemical and Sumitomo Bakelite
• CyberAgent sold off following FY20 Q3 OP beats
• Obic Co: FY20 Q1 results lack sparkle
• Obic Business Consultants: increases advertising
• NRI FY20 Q1 Preview: Looking for signs of outperformance
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.
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