Report

PSA Today Nov 21: A rally/Goldilocks lives/Chugai, good news/Bike share margins/Yaskawa's tour, KHI reins back/Digital Garage's opportunities - Nikkei +0.70%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Nikkei ¥22,416.48 (+¥154.72 / +0.70%); Topix ¥1,771.13 (+¥11.48 / +0.65%); ¥/$112.56
Tags: Toshiba (6502), WPP (WPP LN), Asatsu (9747), Chugai (4519), Roche (ROG SW), Ono Pharmaceutical (4528), Takeda (4502), Kraft (KHC US), Shionogi (4507), Fatlama, Y Combinator, Airbnb, Uber, SoftBank (9984), Seven & I (3382), Yaskawa (6506), KHI (7012), Digital Garage (4819), Blockstream, Tokyo Tanshi

  • Nikkei rallies on back of Wall St gains, M&A
  • Slew of underwhelming economic numbers
  • Chugai – More good drug trial news, this time from Roche
  • SoftBank and Seven & I in bike share venture: gross margins of 90%?
  • Yaskawa’s planned tour
  • KHI reins in its outlook
  • Digital Garage: riding on the excitement about new technologies
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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