- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 10: Pfizer news shake-up / Return to office? / Yamaha Motor ups forecasts / Fujifilm ups healthcare OP / Daifuku, Fanuc / DeNA Q2, Nexon Q3 – Nikkei +0.26%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥24,905.59 (+¥65.75 / +0.26%); Topix ¥1,700.80 (+¥18.90 / +1.12%); ¥/$105.14
Tags: Pfizer (PFE US), Nintendo (7974 JT), Shimano (7309 JT), Hitachi (6501 JT), Japan Steel Works (5631 JT), Shibaura Machine (6104 JT), Hope (6195 JT), Shionogi (4507 JT), Takara Bio (4974 JT), Canon (7751 JT), Microsoft (MSFT US), Yamaha Motor (7272 JT), Fujifilm Holdings (4901 JT), Daifuku (6383 JT), Fanuc (6954 JT), DeNA (2432 JT), Nexon (3659 JT)
Main Points
• Pfizer vaccine news sparks Covid loser rally as tech names slump
• Will Japan go back to the office?
• Yamaha Motor raises FY20 forecast
• Fujifilm revises up healthcare OP
• Daifuku’s big correction; Fanuc preferable
• DeNA’s FY20 Q2 results
• Nexon’s FY20 Q3 results
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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