PSA Today July 6: Positive day / 2018-19 iPhone outlook / Eisai, Biogen good news / US-EU trade spat benefits Japan / A look at depressed Kaneka / Improving Wages - Nikkei +1.12%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥21,788.14 (+¥241.15 / +1.12%); Topix ¥1,691.54 (+¥15.34/ +0.92%); ¥/$110.74
Tags: Eisai (4523 JP), Taiyo Nippon Sanso (4091 JP), Praxair (PX US), Apple (AAPL US), Murata (6981 JP), TDK (6762 JP), Alps (6770 JP), Biogen (BIIB US), Mitsubishi Motors (7211 JP), Mazda (7261 JP), Toyota (7203 JP), Nissan (7201 JP), Honda (7267 JP), Suzuki (7269 JP), Kaneka (4118 JP), Panasonic Corp (6752 JP)
Main Points at a Glance
• Tokyo ends grim week on positive note
• Positive 18-month data for Eisai / Biogen’s BAN-2401
• Japanese automakers to benefit from US-EU trade dispute
• Kaneka may be worth revisiting
• Wage data continues to improve
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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