PSA Today Mar 29: Higher / Tesla's issues and Panasonic / Good news over India for Toyota and Suzuki / Shire and Takeda / Toray and carbon fibre /Fujifilm moves in biotech / CyberAgent's strong positioning in eSports / - Nikkei +0.61%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥21,159.08 (+¥127.77 / +0.61%); Topix ¥1,704.00(+¥4.44/ +0.26%); ¥/$106.49
Tags: Nissan (7201 JP), Renault (RNO FP), Takeda (4502 JP), Shire (SHP LN), Recruit (6098 JP), Fullcast (4848 JP), iStyle (3660 JP), OPT (2389 JP), Tesla (TSLA US), Panasonic (6752 JP),Toyota (7203 JP), Suzuki (7269 JP), GM (GM US), VW (VOW GR), Toray (3402 JP), Boeing (BA US), Singapore Airlines (SIA SP), Fujifilm Holdings (4901 JP), Irvine Scientific Sales Company (private), IS JAPAN (private), Wako Pure Chemical, Xerox Corp (XRX US), Roche (ROG SW) / Chugai Pharm (4519 JP), CyberAgent (4751 JP), Capcom (9697 JP), Nintendo (7974 JP), Konami (9766 JP)
Main Points at a Glance
• Topix higher in news-driven, stock-pickers’ market
• Tesla’s production issues: readthrough for Panasonic
• A positive development for both Toyota and Suzuki over India business
• Toray’s carbon fibre: real or fake news?
• Fujifilm to acquire Irvine Scientific
• PSA’s thoughts on Shire and Takeda
• CyberAgent: Positioning to be Japan’s premier eSports company
• Cherry blossoms
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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