PSA Today Nov 9: Market higher on Biden and earnings / FDA outside panel nixes aducanumab / SoftBank's Q2 / Taiyo Yuden's Q2 / NEC's mobility test centre / Monetizing podcasts? / Mazda Q2 / Daifuku's growth to FY22 – Nikkei +2.12%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥24,839.84 (+¥514.61 / +2.12%); Topix ¥1,681.90 (+¥23.41 / +1.41%); ¥/$103.53
Tags: Bandai Namco (7832 JT), Honda Motor (7267 JT), Square Enix (9684 JT), Internet Initiative Japan (3774 JT), Eisai (4523 JT), Biogen (BIIB US), SoftBank Group (9984 JT), KE Holdings (BEKE US), Alibaba (9988 HK), Berkshire Hathaway (BRK/B US), SoftBank Corp (9434 JT), Taiyo Yuden (6976 JT), NEC (6701 JT), Sony (6758 JT), Apple (AAPL US), Wondery, Spotify (SPOT (US), Mazda (7261 JT), Toyota Motor (7203 JT), Daifuku (6383 JT)
Main Points
• Biden, earnings continue to drive Japan shares higher
• FDA outside panel nixes aducanumab
• SoftBank 2Q NP ¥628bil vs ¥708bil loss
• Taiyo Yuden FY20 Q2 OP +5% YoY
• NEC unveils mobility test centre
• Can you genuinely monetize podcasts?
• Mazda reports FY20 Q2 earnings
• Daifuku: Riding FY22 growth on current day themes
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.
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