PSA Today June 1: Markets Cautious / Activist's 5% Olympus Stake / Daiichi Sankyo's UD-1402 Good Data / IIJ, Rakuten, MVNOs / SoftBank and GM Self-Drive / Toyota, Denso EV Component Collaboration / 300mm Wafer Additions - Nikkei -0.4%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥22,171.35 (-¥30.47 / -0.4%); Topix ¥1,749.17(+¥1.72 / +0.10%); ¥/$109.07
Tags: Toyota (7203 JP), Denso (6902 JP), TDK (6762 JP), Furukawa Electric (5801 JP), Olympus (7733 JP), Showa Shell (5002 JP), Idemitsu Kosan (5019 JP), Daiichi Sankyo (4568 JP), Astellas (4503 JP), Yaskawa (6506 JP), Fanuc (6954 JP), Daifuku (6383 JP), SMC (6273 JP), Rakuten (4755 JP), IIJ (3774 JP), Aeon (8267 JP), SoftBank (9984 JP), General Motors (GM US), Tesla (TSLA US), Sumco (3436 JP), Shin-Etsu Chemical (4063 JP), Siltronic (WAF GY), Globalwafers (6488 TT), SK Siltron (Korea, priv.)
Main Points at a Glance
• Markets remain cautious
• Activist takes 5% stake in Olympus
• Pharma: Good data for Daiichi Sankyo’s UD-1402; Astellas buy-back
• IIJ, Rakuten and the battle of the MNVOs
• SoftBank invests in GM’s self-driving business
• A sensible EV component move by Toyota and Denso
• 300mm wafer additions may avert large shortages
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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