PSA Today Jun 18 - US two-speed market spills to Japan / An Astellas paradox / Mazda's EV plans update / TSMC and Japan plays / NRI manager compensation - Nikkei 225 -0.19%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippTags: NYK (9101 JT), Dai-ichi Life (8750 JT), Sompo Holdings (8630 JT), Eisai (4523 JT), Bristol Meyers (BMY US), Astellas (4503 JT), Nidec (6594 JT), MEC (4971 JT), Immunomic Therapeutics, Mazda (7261 JT), Toyota Motor (7203 JT), Taiwan Semiconductor Mfg. Co. (2330 TT), Murata (6981 JT), TDK (6762 JT), Rohm (6963 JT), Shibaura Mechatronics (6590 JT), Ibiden (4062 JT), Keyence (6861 JT), Shimadzu (7701 JT), DISCO (6416 JT), Toray (3402 JT), Hitachi (6501 JT), Asahi Kasei (3407 JT), JSR (4185 JT), Showa Denko (4004 JT), Shin-Etsu Chemical (4063 JT), Shinko Electric (6767 JT), Sumitomo Chemical (4005 JT), Sekisui Chemical (4204 JT), Tokyo Ohka Kogyo (4186 JT), Nagase & Co. (8012 JT), Nitto Denko (6988 JT), Nippon Electric Glass (5214 JT), Fujifilm Holdings (4901 JT), Mitsui Chemicals (4183 JT), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), NTT Data (6901 JT)
Main Points
• Cyclicals heavily sold down, pharma interest
• Astellas in ASP-0892 Related Writedown
• Mazda updates electrification plan: ‘Sustainable Zoom-Zoom 2030’
• Who’s who in TSMC’s Tsukuba project
• NRI is issue shares for executive stock compensation programme
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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