PSA Today Oct 15: Vaccine knockback unhelpful / Update on NASH/ Kitanotatsujin's 2Q / Fujifilm's CDMO expansion / Demae-can's FY20 results / Sansan if meishi die – Nikkei -0.51%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥23,507.23 (-¥119.50 / -0.51%); Topix ¥1,631.79 (-¥12.11 / -0.74%); ¥/$105.19
Tags: Murata (6981 JT), Nidec (6594 JT), AnGes (4563 JT), Ono Pharmaceutical (4528 JT), BASE Inc (4477 JT), Tesla (TSLA US), GA Technologies (3491 JT), Money Forward (3994 JT), Rakus (3923 JT), Twenty-Four Seven (7074 JT), UUUM (3990 JT), Locondo (3558 JT), Nitto Denko (6988 JT), Bristol Myers Squibb (BMY US), Intercept (ICPT US), Gilead (GILD US), Genfit (GNFT FP), Allergan (AGN US), Madrigal (MDGL US), Akero Therapeutics (AKRO US), Kitanotatsujin (2930 JT), Fujifilm Holdings (4901 JT), Novavax (NVAX US), Eli Lilly (LLY US), Demae-can (2484 JT), LINE (3938 JT), Sansan (4443 JT), Logmi, Refinitiv
Main Points
• Market lower as negative vaccine news in Japan saps confidence
• Update on NASH
• Kitanotatsujin 2Q FY20 -44% YoY
• Fujifilm’s CDMO business sees rapid expansion
• Demae-can’s FY20 results
• Sansan: What happens when business cards don’t need digitizing anymore?
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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