Pelham Smithers Associates Ltd - PSA Today Oct 8: Topix rebound as yen weakens / Have memory prices stopped falling? / Asahi Kasei and others: healthcare focus / Mazdas new models / Yaskawa Q2 / Sansans Q1 – Nikkei +1.34%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today Oct 8: Topix rebound as yen weakens / Have memory prices stopped falling? / Asahi Kasei and others: healthcare focus / Mazda's new models / Yaskawa Q2 / Sansan's Q1 – Nikkei +1.34%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Tags: Keyence (6861 JT), Tokyo Electron (8035 JT), Canon (7751 JT), Toyota Motor (7203 JT), Panasonic (6752 JT), Kirin (2503 JT), Asahi (2502 JT), Seven & I (3382 JT), Takeda Pharmaceutical (4502 JT), Onward (8016 JT), Capcom (9697 JT), Shionogi (4507 JT), Merck (MRK US), Apple (AAPL US), Micron (MU US), Asahi Kasei (3407 JT), Konica Minolta (4902 JT), Itamar Medical (ITMR US), Fujifilm Holdings (4901 JT), JSR (4185 JT), Nissha (7915 JT), Mazda (7261 JT), Subaru (7270 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Sansan (4443 JT)
Main Points
• Tokyo rebounds as yen weakens
• Have memory prices stopped falling?
• Asahi Kasei and others expanding in healthcare
• Mazda expands its crossover line-up with five new models
• Yaskawa Q2 OP below consensus by 14% but full-year raised 7% to consensus
• Sansan’s FY21 Q1 sales match market expectations, plans 3:1 stock split

08/10/2021 6 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today Oct 8: Topix rebound as yen weakens / Have memory prices stopped falling? / Asahi Kasei and others: healthcare focus / Mazda's new models / Yaskawa Q2 / Sansan's Q1 – Nikkei +1.34%

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

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