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

PSA Today Sep 28: Mixed day, high-values hit / Eisai and Biogen's lecanemab / Fujifilm's office machine plans/ Now Money Forward is bigger than Freee - Nikkei -0.19%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Tags: Honda (7267 JT), Canon (7751 JT), Komatsu (6301 JT), Sysmex (6869 JT), M3 (2413 JT), Keyence (6861 JT), Murata (6981 JT), Nintendo (7974 JT), ASML (ASML NA), TSMC (2330 TT), Lasertec (6920 JT), Hamamatsu Photonics (6965 JT), Sincere Navigation (2605 TT), K-Line (9107 JT), Eisai (4523 JT), Biogen (BIIB US), Greens (6547 JT), Toyota (7203 JT), Eli Lilly (LLY US), Daiichi Sankyo (4568 JT), Fujifilm Holdings (4901 JT), Xerox Corp (XRX US), Money Forward (3994 JT) Freee kk (4478 JT)
Main Points
• Mixed day as high-value stock sell-off continues
• Eisai / Biogen: Attention moves to lecanemab
• Fujifilm may expand its office machine markets
• Money Forward overtakes Freee in terms of market cap
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

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