Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Sep 11: Looser Covid measures encourage market / Nerves over Suzuki's prospects in India / Asahi Kasei's conservative guidance / Calbee likes Sansan – Nikkei +0.74%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Nikkei ¥23,406.49 (+¥171.02 / +0.74%); Topix ¥1,636.64 (+¥11.78 / +0.72%); ¥/$106.23
Tags: Metaps (6172 JT), Hiramitsu (2764 JT), Wealth Management (3772 JT), Raksul (4384 JT), Gumi (3903 JT), Sekisui House (1928 JT), Nomura & Co (9716), Oriental Land (4661 JT), Monotaro (3064 JT), Sugi Holdings (7649 JT), Pan Pacific (7532 JT), Lawson (2651 JT), FamilyMart (8028 JT), Round One (4680 JT), Suzuki (7269 JT), Maruti Suzuki (MSIL IN), Asahi Kasei (3407 JT), Sekisui Chemical (4204 JT), Sansan (4443 JT), Calbee (2229 JT), Freee (4478 JT), Money Forward (3994 JT)
Main Points
• Topix gains as Tokyo looks towards looser Covid attitudes
• Nervousness on Suzuki’s India outlook
• Asahi Kasei’s Housing guidance looks conservative
• Calbee trials Sansan amid Covid-19 new normal work life
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch