PSA Today Mar 10: Fiscal stimulus lift for market / ViiV's Cabenuva / MonotaRO considered / Challenges for auto parts makers - Nikkei +0.85%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥19,867.12 (+¥168.36 / +0.85%); Topix ¥1,406.68 (+¥17.71/ +1.27%); ¥/$104.75
Tags: Rakuten (4755 JT), CyberAgent (4751 JT), Nexon (3659 JT), SRE Holdings (2980 JT), Kitanotatsujin (2930 JT), Sony (6758 JT), Murata (6981 JT), Tokyo Electron (8035 JT), Ricoh (7752 JT), Ricoh Leasing (8566 JT), ViiV (pvt.), Shionogi (4507 JT), Gilead (GILD US), MonotaRO (3064 JT), NOK (7240 JT), Aisin Seiki (7259 JT), Toyota Industries (6201 JT), Denso (6902 JT)
Main Points
• Fiscal stimulus hopes to the rescue
• ViiV’s Cabenuva shows non-inferiority in Phase 3 HIV trials
• MonotaRO Feb sales +18% YoY, adjusted +24.5%
• Auto parts makers face Covid-19 ahead of expected 2030 global vehicle sales peak
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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