Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today July 9: Strong countervailing forces at play / Eisai's drugs / The “Lying-V”-Shaped Recovery / Petrochemicals: live long and prosper? / Bigger BASE – Nikkei +0.40%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥22,529.29 (+¥90.64 / +0.40%); Topix ¥1,557.24 (+¥0.01/ +0.00%); ¥/$107.23
Tags: FamilyMart (8028 JT), Itochu Corp (8001 JT), SoftBank Group (9984 JT), ZOZO (3092 JT), Kakaku.com (2371 JT), Square Enix (9684 JT), Nintendo (7974 JT), BASE Inc (4477 JT), GA Technologies (3491 JT), Eisai (4523 JT), Biogen (BIIB US), Shin-Etsu Chemical (4063 JT), Mitsui Chemicals (4183 JT), BASE Inc (4477 JT)
Main Points
• Mixed day with Tokyo pulled one way then another
• Eisai-linked drugs in the news
• The “Lying-V”-shaped recovery
• Petrochemicals – live long and prosper?
• BASE Inc: the number of BASE shops exceeds 1.1mil
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

Thao Nguyen

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