Report

PSA Today Nov 17: Sony's Interest in Fox/Pharma: Chugai's Hemlibra FDA Approval, PeptiDream's Deal with Bayer/WPP, Asatsu/Fujifilm Strategy/KHI /Trend Micro - Nikkei +0.2%

PSA Today Nov 17: Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen  
Nikkei ¥22,396.80 (+¥45.68 / +0.20%); Topix ¥1,763.76 (+¥2.05 / +0.12%); ¥/$112.59
Tags: Sony (6758), Fox (FOX / FOXA US), Comcast (CMCSA US), Verizon (VZ US), Disney (DIS US), SKY (SKY LN), Chugai (4519), PeptiDream (4587) Bayer (BAYN GR), Sawai Pharma (4555), Astellas (4503), Daiichi Sankyo (4568), Shionogi (4507), Eisai (4523), Sosei (4565), WPP (WPP LN), Asatsu (9747), Fujifilm (4901), Konica Minolta (4902), KHI (7012), Boeing (BA US), Trend Micro (4704), TippingPoint 
• Nikkei ekes out gain ahead of weekend  
• Sony shows interest in Fox assets
• US FDA Approves Chugai's Hemlibra (ACE910 / emicizumab) for Haemophilia A
• PeptiDream does deal with Bayer
• WPP offers/threatens to raise its stake in Asatsu
• Fujifilm remains over target despite the one-time Fuji Xerox costs
• KHI’s threats and opportunities
• Trend Micro continues to trend upwards  

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
Pelham Smithers

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