PSA Today Sep 19: Rally on Fed cut / Chugai and the pharma sector as a whole / Autos and Trump and California / The Merpay conference - Nikkei +0.38%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥22,044.45 (+¥83.74 / +0.38%); Topix ¥1,615.66 (+¥9.04 / +0.56%); ¥/$107.95
Tags: Recruit (6098 JT), Secom (9735 JT), Chugai Pharmaceutical (4519 JT), Amgen (AMGN US), Takeda (4502 JT), Astellas (4503 JT), Sumitomo Dainippon Pharma (4506 JT), Shionogi (4507 JT), Gilead (GILD US), Otsuka (4578 JT), Santen (4536 JT), Mitsubishi Tanabe (4508 JT), Eisai (4523 JT), Ono (4528 JT), Biogen (BIIB US), Daiichi Sankyo (4568 JT), Nippon Shinyaku (4516 JT), AstraZeneca (AZN US), Roche (ROG SW), Honda (7267 JT), VW (VOW GR), Hyundai Motor (005380 KS), Kia Motors (000270 KS), Chevrolet (GM US), Mercari (4385 JT) LINE (3938 JT), NTT Docomo (9437 JT), KDDI (9433 JT), Yahoo Japan (4689 JT)
Main Points
• Market rallies on Fed rate cut
• Gazyva news shows why Chugai remains our top Japanese drug stock
• Autos take centre stage in fight of Trump vs California
• Merpay conference
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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