PSA Today Mar 6: A 5G wireless stepping stone/No more Toyota diesels in Europe/Nitto Denko lung disease trials/ Stellar Stella/Yaskawa, Chinese robots/Start Today's slow Zozo progress - Nikkei +1.27%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,417.76 (+¥375.67 / +1.79%); Topix ¥1,716.30 (+¥21.51 / +1.27%); ¥/$106.26
Tags: Nitto Denko (6988 JP), Capcom (9697 JP), Stella Chemifa (4109 JP), SBI Holdings (8473 JP), Digital Garage (4819 JP), GMO Internet (9449 JP), Ceres (3696 JP), Shiseido (4911 JP), Kitanotatsujin (2930 JP), Ya-Man (6630 JP), Cyber Com (3852 JP), WirelessGate (9419 JP), AT&T (T US), T-Mobile (TMUS US), Anritsu (6754 JP), Keysight (KEYS US), Sony (6758 JP) Toyota (7203 JP), Honda (7267 JP), Suzuki (7269 JP), Nissan (7201 JP), Mitsubishi Motors (7211 JP), Mazda (7261 JP), NOK (7240 JP), Bristol-Myers Squibb (BMY US), Pfizer (PFE US), Toray (3402 JP), Bonac (Japan, private), Sumitomo Chemical (4005 JP), Fujifilm Holdings (4901 JP), Stella Chemifa (4109 JP), Kanto Denka (4047 JP), Daifuku (6383 JP), Yaskawa Electric (6506 JP), Fanuc (6954 JP), Midea Group (000333 CH), Start Today (3092 JP)
Main Points at a Glance
• Nikkei up 1.27%, Topix core 30 up only 0.8%
• A 5G wireless stepping stone: US FCC auctioning 24 / 28GHz spectrum
• Toyota will no longer offer diesel cars in Europe
• Nitto Denko commences drug trials for lung disease
• Stella Chemifa to hike some product prices: shares soar
• Yaskawa to supply Chinese robot makers
• Start Today has suffered due to uncertainty of ZOZO’s progress
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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