Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today Nov 25: HK provides boost / Japan pharma update / Asahi Kasei's pharma M&A / Toyota Gosei's European restructuring – Nikkei +0.78%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥23,292.81 (+¥179.93 / +0.78%); Topix ¥1,702.96 (+¥11.62 / +0.69%); ¥/$108.85
Tags: Daifuku (6383 JT), TDK (6762 JT), Murata (6981 JT), Square Enix (9684 JT), Colopl (3668 JT), Gumi (3903 JT), Nintendo (7974 JT), Disney (DIS US), Mixi (2121 JT), Panasonic (6752 JT), Enigmo (3665 JT), Kitanotatsujin (2930 JT), Chugai Pharmaceutical (4519 JT), Takeda Pharmaceutical (4502 JT), Daiichi Sankyo (4568 JT), Eisai (4523 JT), Merck (MRK US), Otsuka Holdings (4578 JT) Shionogi (4507 JT), Gilead (GILD US), Astellas Pharmaceutical (4503 JT), Asahi Kasei (3407 JT), Veloxis Pharmaceuticals (VELO DC), Woolsey Pharmaceuticals (pvt.), Toyoda Gosei (7282 JT), Koito Manufacturing (7276 JT), Stanley Electric (6923 JT), Ichikoh (7244 JT), Toyota (7203 JT)
Main Points
• HK election result provides boost to new week
• Japan’s pharma sector in 2020
• Asahi Kasei to acquire Veloxis Pharmaceuticals
• Toyoda Gosei best performer on Europe restructuring
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
Joel Scheiman

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch