Pelham Smithers Associates Ltd - PSA Today June 15: New stories help / SOX commentary / NECs UK first 5G OpenRAN deal / Novavax’s Vaccine Data is Good News for Fujifilm / J-Tech results / Money Forward – Nikkei +0.96%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today June 15: New stories help / SOX commentary / NEC's UK first 5G OpenRAN deal / Novavax’s Vaccine Data is Good News for Fujifilm / J-Tech results / Money Forward – Nikkei +0.96%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Tags: Eisai (4523 JT), Biogen (BIIB US), Toyota Motor (7203 JT), NEC (6701 JT), Vodafone (VOD LN), Anritsu (6754 JT), Internet Initiative Japan (3774 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), Sony (6758 JT), Money Forward (3994 JT), Focus Systems (4662 JT), Takasago Thermal Engineering (1969 JT), Nintendo (7974 JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Apple (AAPL US), Advantest (6857 JT), Samsung Electronics (005930 KS), Rakuten (4755 JT), Pfizer (PFE US) / BioNTech (BNTX US), Moderna (MRNA US), Johnson & Johnson (JNJ US), Janssen, Novavax (NVAX US), Fujifilm Holdings (4901 JT), Freee KK (4478 JT), Mitsubishi UFJ Financial Group (8306 JT)
Main Points
• Broker upgrades, news stories help send Tokyo market higher.
• Why SOX won’t lie down
• NEC / Samsung team wins first UK 5G OpenRAN contract
• Novavax’s vaccine data is good news for Fujifilm
• GA Technologies’ FY21 Q2 results
• Profit taking begins for Money Forward

15/06/2021 8 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today June 15: New stories help / SOX commentary / NEC's UK first 5G OpenRAN deal / Novavax’s Vaccine Data is Good News for Fujifilm / J-Tech results / Money Forward – Nikkei +0.96%

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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