Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today June 26: Stable despite weak Wall Street / Nissan's powertrain woes / Fujifilm and Xerox: comments / Shionogi files US NDA for baloxavir - Nikkei +0.02%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥22,342.00 (+¥3.85 / +0.02%); Topix ¥1,731.07 (+¥2.80 / +0.16%); ¥/$109.60
Tags: Nissan (7201 JP), BMW (BMW GR), Fujifilm Holdings (4901 JP), Xerox Corp (XRX US), Shionogi (4507 JP), Chugai (4519 JP), Roche (ROG SW), Gilead (GILD US), AstraZeneca (AZN LN), GlaxoSmithKline (GSK LN), Shire (SHP LN), Otsuka Holdings (4578 JP), Takeda (4502 JP)
Main Points at a Glance
• Japanese stocks close higher, reversing early losses
• Nissan’s alternative powertrain predicament
• Fujifilm and Xerox part one – be careful what you wish for…
• …Part two: Icahn, Deason’s Xerox economics start to diverge
• Shionogi files US NDA for baloxavir
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

Julie Boote

Pelham Smithers

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