Report

PSA Today Nov 24: Gaining despite stronger yen/Sony and PS5/DSK promising anti-cancer drug DS-8201/Solid state names; Toray left out/Automation notes/Start Today soars - Nikkei +0.12%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,550.85 (+¥27.70 / +0.12%); Topix ¥1,780.56(+¥3.48 / +0.20%); ¥/$111.20
Tags: Nintendo (7974), Amazon (AMZN), Sony (6758), Daiichi Sankyo (DSK) (4568), Seattle Genetics (SGEN US), Takeda (4502), Roche (ROG SW), Chugai (4519), Synthon (unlisted), AstraZeneca (AZN LN), Mersana (MRSN US), Toyota (7203), TDK (6762), Nikkato Corp (5367), Ohara (5218), Carlit Holdings (4275), Toray (3402), Boeing (BA US), Koito (7276), Stanley Electric (6523), Yaskawa (6506), Omron (6645), SMC (6273), KHI (7012), IHI (7013(, MHI (7011), Start Today (3092), StretchSense Limited
• Despite stronger yen, Nikkei closes up on Asian gains, Black Friday stocks higher
• Sony higher as PS5 launch discussion builds
• DSK analyst upgrade as DS-8201 moves to Phase 2 for GC
• Solid state battery names rise, but Toray fails to react
• Auto component, automation and heavy notes
• Start Today soars as it announces launch of ZOZO next week

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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