Pelham Smithers Associates Ltd - PSA Today Sep 21: Evergrande looms / LDP polls / Considering pharma / TOYs new Tundra / Machine tools / Auto parts / Food delivery -Nikkei - 2.17%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Sep 21: Evergrande looms / LDP polls / Considering pharma / TOY's new Tundra / Machine tools / Auto parts / Food delivery -Nikkei - 2.17%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: SoftBank Group (9984 JT), Nexon (3659 JT), Nippon Yusen (9101 JT), K-Line (9107 JT), Keyence (6861 JT), Nippon Steel (5401 JT), Tokyo Electron (8035 JT), ANA (9202 JT), JR East (9020 JT), Honda (7267 JT), Subaru (7270 JT), Daiichi Sankyo (4568 JT), Roche (ROG SW), SBI (8473 JT), Shinsei (8303 JT), Evergrande (3333 HK), Takeda (4502 JT), Astellas (4503 JT), Takeda (4502 JT), Daiichi Sankyo (4568 JT), Eisai (4523 JT), Chugai (4519 JT), Ono (4528 JT), Shionogi (4507 JT), Toyota (7203 JT), Ford (F US),Tesla (TSLA US), Rivian (pvt.), Lordstown (RIDE US),Yaskawa (6506 JT), Omron (6645 JT), SMC (6273), Honda (7267 JT), Hitachi (6501), Musashi Seimitsu (7220 JT), Denso (6902 JT), Toyota Ind (6201 JT), MAHLE (Ger), Uber Eats Japan, Demae-can (2484 JT), Delivery Hero (DHER GR), Menu Inc., Didi Chuxing
Main Points
• Nikkei falls below 30,000 on China Crisis concerns
• LDP leadership update
• Japan pharma: time for a revisit?
• Toyota's key 2021 launch: new Tundra pick-up
• Yaskawa hit on China worries
• Denso and Toyota Ind see less fallout from Honda production cuts
• Top 5 food delivery services by MAU

21/09/2021 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

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Sep 21: Evergrande looms / LDP polls / Considering pharma / TOY's new Tundra / Machine tools / Auto parts / Food delivery -Nikkei - 2.17%

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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