PSA Today Oct 3: Market higher/Bain's bid for Asatsu/ Sony SIE new head; PS Vue/Shionogi, Chugai and flu/Nissan's inspection issue/ Automation notes - Nikkei +1.05%
Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥.0720,614 (+¥213 / +1.05%); Topix ¥1,684.46 (+¥10.84 / +1.05%); ¥/$112.43
Tags: Fujitsu (6702), Solekia (9867), Panasonic (6752), PanaHome, Bain, Asatsu DK (9747), WPP (WPP LN), Dentsu (4324), Sony (6758), Spotify, Altice (ATC NA), Disney (DIS US), Shionogi (4507), Chugai (4519), Nissan (7201), Toyota (7203), Honda (7267), Yaskawa (6506), Daifuku (6383), SMC (6273), Fanuc (6954), Keyence (6861), NGK Spark Plug (5334)
- Market moves higher on Wall Street, weak yen
- Bain bids ¥3,660/shr for Asatsu DK; we discuss what might happen next
- John Kodera takes over from Andrew House at Sony SIE
- Shionogi is excited about flu treatment cefiderocol
- Nissan vehicle inspection failure draws wider circles
- Automation and auto parts stock notes
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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