PSA Today Oct 21: Value plays up / SeaGen sues Daichi Sankyo / Rohm revision readthrough / Nippon Shokubai, Sanyo Chemical merger off / NRI FY20 Q2 preview – Nikkei +0.31%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥23,639.46 (+¥72.42 / +0.31%); Topix ¥1,637.60 (+¥11.86/ +0.73%); ¥/$105.21
Tags: Canon (7751 JT), Nissan Motor (7201 JT), KDDI (9433 JT), Tesla (TSLA US), Panasonic (6752 JT), Japan Steel Works (5631 JT), Nidec (6594 JT), Rohm (6963 JT), AlphaPolis (9467 JT), Cyberdyne (7779 JT), GMO Financial Holdings (7177 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), WealthNavi, ANA Holdings (9202 JT), NOK (7240 JT), SeaGen (SGEN, Daiichi Sankyo (4568 JT), Roche (ROG SW), Bayer (BAYN GR), CuraGen (part of Celldex Therapeutics (CLDS US)), Progenics (part of Lantheus (LNTH US)), AstraZeneca (AZN LN), Astellas (4503 JT), Nippon Shokubai (4114 JT), Sanyo Chemical (4471 JT), Sumitomo Chemical (4005 JT), Mitsui Chemicals (4183 JT), Teijin (3401 JT), Kyorin Holdings (4569 JT), Nomura Research Institute (4307 JT)
Main Points
• Tokyo higher as value plays bought up
• SeaGen sues Daiichi Sankyo over ADC technology
• Readthrough from Rohm upward revision
• Nippon Shokubai and Sanyo Chemical call off merger
• NRI FY20 Q2 preview: Likely to lead the way for systems integrators, again
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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