PSA Today Nov 19: Trade weighs / Sony TV, cable assets: under sung / Comment: M&A , Japan pharma / LA motor show: electrification / LINE, ZHD hurdles – Nikkei -0.53%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥23,292.65 (-¥124.11 / -0.53%); Topix ¥1,696.73 (-¥3.99 / -0.23%); ¥/$108.62
Tags: Huawei (pvt.),Taiyo Yuden (6976 JT), Mitsubishi Chemical (4188 JT), Mitsubishi Tanabe (4508 JT), Sumitomo Dainippon Pharma (4506 JT), Sumitomo Chemical (4005 JT), LINE (3938 JT), Digital Garage (4819 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), Sony (6758 JT), Kyowa Kirin (4151 JT), Kirin Holdings (2503 JT), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Takeda (4502 JT), Astellas (4503 JT), Shionogi (4507 JT), Nippon Shinyaku (4516 JT), Eisai (4523 JT), Ono Pharmaceutical (4528 JT), Daiichi Sankyo (4568 JT), Otsuka Holdings (4578 JT), Biogen (BIIB US), Merck (MRK US), AstraZeneca (AZN LN), GSK (GSK LN), Bristol Myers (BMY US), Pfizer (PFE US), Tesla (TSLA US), Ford (F US), General Motors (GM US), Bollinger Motors (pvt.), Hyundai Motor (005380 KS),Toyota (7203 JT), Honda (7267 JT), BMW (BMW US), VW (VOW GR), FCA (FCAU US), SoftBank Corp (9434 JT), Naver (035420 KS), Z Holdings (4689 JT), Google (GOOGL US), Apple (AAPL US), Facebook (FB US), Amazon (AMZN US), NTT DOCOMO (9437 JT), KDDI (9433 JT)
Main Points
• Nikkei down on deteriorating trade hopes
• GSN price a reminder of Sony’s TV / cable asset value
• Reorganizing Japan’s pharma sector
• Los Angeles Motor Show to focus on electrification
• LINE and ZHD merger: hurdles ahead
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.