reports
- Nia Dokova
PSA Pharmaceuticals: Chugai's (4519 JT) Year of Highs
With it likely that Chugai will come in ahead of its FY24 full year revenue guidance, analyst Nia Dokova sees this as a potential catalyst for the stock. The recent -15% decline from its 28 Oct high provides an opportunity to accumulate shares of one of the few pharma plays in Japan with no patent cliff issues.
- Julie Boote
- Pelham Smithers
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly 2024 Q4
When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...
6754 ANRITSU CORPORATION
7751 CANON INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4751 CYBERAGENT INC.
4755 RAKUTEN INC.
3107 DAIWABO HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
4902 KONICA MINOLTA INC.
6988 NITTO DENKO CORP.
7752 RICOH COMPANY LTD.
6869 SYSMEX CORPORATION
3064 MONOTARO CO. LTD.
5801 FURUKAWA ELECTRIC CO. LTD.
5715 FURUKAWA CO. LTD.
7205 HINO MOTORS LTD.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
7012 KAWASAKI HEAVY INDUSTRIES LTD.
9107 KAWASAKI KISEN KAISHA LTD.
6971 KYOCERA CORPORATION
8316 SUMITOMO MITSUI FINANCIAL GROUP INC.
6503 MITSUBISHI ELECTRIC CORP.
5632 MITSUBISHI STEEL MANUFACTURING CO. LTD.
5706 MITSUI MINING AND SMELTING COMPANY LIMITED
6966 MITSUI HIGH-TEC INC.
6902 DENSO CORPORATION
6701 NEC CORP.
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
4666 PARK24 CO. LTD.
6268 NABTESCO CORPORATION
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
5802 SUMITOMO ELECTRIC INDUSTRIES LTD.
6762 TDK CORPORATION
6976 TAIYO YUDEN CO. LTD.
6315 TOWA CORPORATION
7203 TOYOTA MOTOR CORP.
4208 UBE INDUSTRIES LTD.
8698 MONEX GROUP INC.
3774 INTERNET INITIATIVE JAPAN
3765 GUNGHO ONLINE ENTERTAINMENT INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
3445 RS TECHNOLOGIES CO. LTD.
6269 MODEC INC
3769 GMO PAYMENT
68900 FERROTEC CORPORATION
9519 RENOVA
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
3626 JT TIS INC
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
7071 AMVIS HOLDINGS
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
4443 JT SANSAN (4443 JT)
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
4480 MEDLEY
RRRP3 3R PETROLEUM OLEO E GAS
6532 JT BAYCURRENT CONSULTING (6532 JT)
3697 JT SHIFT INCORPORATED (3697 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
9552 M&A RESEARCH INSTITUTE
123F 123FAHRSCHULE SE
9616 JT KYORITSU MAINTENANCE (9616 JT)
9552 JT M&A RESEARCH INSTITUTE (9552 JT)
6544 JT JAPAN ELEVATOR SERVICES HOLDINGS (6544 JT)
6200 JT INSOURCE (6200 JT)
2154 JT OPEN UP GROUP (2154 JT)
- Nia Dokova
EQS-News: Olympus Enhances Innovation Capabilities by Expanding R&D to...
EQS-News: Olympus Corp. / Key word(s): Miscellaneous Olympus Enhances Innovation Capabilities by Expanding R&D to Hyderabad, India 12.06.2024 / 14:30 CET/CEST The issuer is solely responsible for the content of this announcement. Olympus Enhances Innovation Capabilities by Expanding R&D to Hyderabad, India Endoscopy Engineering support services in India Tokyo, Japan, 12 June 2024, JCN Newswire - Olympus Corporation (Olympus), a global MedTech Company committed to making people’s lives healthier, safer and more fulfilling, today announced its strategic initiative ...
- Nia Dokova
PSA Healthcare Products: Olympus (7733 JT) Cements FY23 as a Write-Off...
Olympus (7733 JT) seems to be leaning into the market’s acceptance that FY23 is a write-off, reporting yet more expenses for Q4. This review includes management’s comments on how the firm plans to achieve an earnings recovery in FY24.
- Nia Dokova
PSA Health Care Equipment: Olympus (7733 JT) - FY24 Test on Clean Up O...
FY23 is proving to be a housecleaning year for Olympus, some of it undertaken proactively, such as the sale of the scientific instruments business, some of it reactively, such as recalls and write downs. Analyst Nia Dokova discusses the outlook.
- Pelham Smithers
PSA Market Strategy: How Japan Transformed from a Bear Market to a Bul...
In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.
NVDA NVIDIA CORPORATION
LLY ELI LILLY AND COMPANY
FB FACEBOOK INC. CLASS A
9433 KDDI CORPORATION
6954 FANUC CORPORATION
8001 ITOCHU CORPORATION
6752 PANASONIC CORPORATION
6971 KYOCERA CORPORATION
8031 MITSUI & CO. LTD
4183 MITSUI CHEMICALS INC.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
5401 NIPPON STEEL CORP.
4063 SHIN-ETSU CHEMICAL CO LTD
8035 TOKYO ELECTRON LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
XOM EXXON MOBIL CORPORATION
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
BRK.A BERKSHIRE HATH-A
APPL APPLE INC - APPL - US
9810 NIPPON STEEL TRADING CORP
- Sid Rajeev
- Pelham Smithers
PSA Healthcare: Olympus (7733 JT) – Time to Look Forward to FY24?
Asset sale gains by Olympus in FY22 made it hard for FY23 to look good anyway, but a procession of problems has turned a difficult situation into a bad one. However, with most of the issues being one-offs, a recovery in earnings is expected in FY24. With the shares down -30% from their peak, it may be time to revisit the stock.
- Lindsay Whipp
4568 DAIICHI SANKYO COMPANY LIMITED
4666 PARK24 CO. LTD.
6758 SONY CORPORATION
7203 TOYOTA MOTOR CORP.
9064 YAMATO HOLDINGS CO. LTD.
MSFT MICROSOFT CORPORATION
3993 PKSHA TECHNOLOGY INC.
4776 JT CYBOZU INC
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
4180 JP APPIER GROUP
ME 23ANDME HLDG CO
4259 JT EXAWIZARDS INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
123F 123FAHRSCHULE SE
Z29 029 GROUP SE
- Julie Boote
PSA Autos: Fuel Cell Electric Trucks – A Silent Evolution
Whereas hydrogen fuel cell systems have not had a break-through in the passenger car market, the situation for the commercial vehicle market looks very different: For heavy-duty trucks in particular, FCVs are superior to BEVs when it comes to charging times, payload and driving range. In this report, analyst Julie Boote assesses the outlook for hydrogen fuel cell trucks and explains how the main global participants are positioned.
CMI CUMMINS INC.
EO FAURECIA SA
DAI DAIMLER AG
TSLA TESLA INC
TOT.N TOTAL SE
CVX CHEVRON CORPORATION
SHA SCHAEFFLER AG
600166 BEIQI FOTON MOTOR (A)
600006 DONGFENG AUTOMOBILE CO. LTD. A
600028 CHINA PETROLEUM & CHEMICAL CORPORATION CLASS A
7205 HINO MOTORS LTD.
7267 HONDA MOTOR CO. LTD.
7202 ISUZU MOTORS LIMITED
8088 IWATANI CORPORATION
7203 TOYOTA MOTOR CORP.
D4D DONGFENG MOTOR GROUP CO. LTD. CLASS H
TATAMOTORS TATA MOTORS LIMITED
5021 COSMO ENERGY HOLDINGS CO. LTD.
COPN COSMO PHARMACEUTICALS NV
XOM EXXON MOBIL CORPORATION
BLD BALLARD POWER SYSTEMS INC.
5380 HYUNDAI MOTOR CO
GM GENERAL MOTORS COMPANY
A2DSYC LINDE PLC
VOW VOLKSWAGEN (VOW GR)
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
0953660D MERCEDES-BENZ AG
72820 TOYODA GOSEI COMPANY LIMITED
VOLV-B VOLVO AB-B SHS
CWR.L CERES POWER
STLA STELLANTIS N.V.
IVG IVECO GROUP
688339 BEIJING SINOHYTEC CO LTD
- Lindsay Whipp
INFY INFOSYS LIMITED
GOOGL ALPHABET INC. CLASS A
CRM SALESFORCE.COM INC.
CAP CAPGEMINI SE
9613 NTT DATA CORPORATION
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
8001 ITOCHU CORPORATION
6501 HITACHI LTD.
6701 NEC CORP.
5401 NIPPON STEEL CORP.
8053 SUMITOMO CORPORATION
TCS TATA CONSULTANCY SERVICES LIMITED
3774 INTERNET INITIATIVE JAPAN
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
3626 JT TIS INC
TXG 10X GENOMICS INC CLASS A
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
RRRP3 3R PETROLEUM OLEO E GAS
4169 JT ENECHANGE LIMITED
- Joel Scheiman
7741 HOYA CORPORATION
6988 NITTO DENKO CORP.
5233 TAIHEIYO CEMENT CORPORATION
4901 FUJIFILM HOLDINGS CORP
5411 JFE HOLDINGS INC.
7915 NISSHA CO.LTD.
4063 SHIN-ETSU CHEMICAL CO LTD
4004 SHOWA DENKO K.K.
5232 SUMITOMO OSAKA CEMENT CO. LTD.
6762 TDK CORPORATION
4042 TOSOH CORPORATION
4980 DEXERIALS
41850 JSR CORPORATION
41180 KANEKA
A double requalification allows YAMATO HOLDINGS CO to improve to Sligh...
YAMATO HOLDINGS CO (JP), a company active in the Delivery Services industry, has received a double requalification by the independent financial analyst theScreener. Its fundamental valuation is now 2 out of 4 stars while its market behaviour can be considered as defensive. theScreener believes that the gain of a star(s) and an improvement in the market risk perception allows upgrading the general evaluation to Slightly Positive. As of the analysis date April 1, 2022, the closing price was JPY 2,...
- Pelham Smithers
PSA Strategy: Japan Market Strategy for FY22 Q2
The Japanese stock market is in an interesting phase where the Bank of Japan is supporting the bond market rather than the stock market. While this phase lasts, the dollar should remain above ¥120/$ and perhaps strengthen further against the yen. This report looks at what this phase might mean for the Japanese stock market as a whole, and for stock selection. The PSA Focus List has also been updated.
6770 ALPS ALPINE CO. LTD.
3407 ASAHI KASEI CORPORATION
4751 CYBERAGENT INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
4324 DENTSU GROUP INC.
6728 ULVAC INC.
6981 MURATA MANUFACTURING CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
7915 NISSHA CO.LTD.
7201 NISSAN MOTOR CO. LTD.
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
6762 TDK CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
3436 SUMCO CORPORATION
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
7270 SUBARU CORP
4503 ASTELLAS PHARMA INC.
6506 YASKAWA ELECTRIC CORPORATION
4980 DEXERIALS
68900 FERROTEC CORPORATION
41850 JSR CORPORATION
4385 MERCARI INC.
78320 BANDAI NAMCO
TSE:4477 BASE CO.
3491 JT LTD.
4478 JT GA TECHNOLOGIES
3394 JT FREEE KK
6967 JT MONEY FOWARD
7383 SHINKO ELECTRIC (6967 JT)
4259 JT NET PROTECTIONS HLDGS INC
TSE: 2980 EXAWIZARDS INC
SRE HOLDINGS CORP
Thanks to a better fundamental star rating, TOKAI CARBON sees an upgra...
The independent financial analyst theScreener just awarded an improved star rating to TOKAI CARBON (JP), active in the Speciality Chemicals industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date March 25, 2022, the closi...
HOYA sees a downgrade to Slightly Negative on account of less fundamen...
The independent financial analyst theScreener just lowered the general evaluation of HOYA (JP), active in the Medical Equipment industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date March 18, 2022, the closing price was JPY 13,800.00 and ...
Thanks to a better fundamental star rating, CHUGAI PHARM. sees an upgr...
The independent financial analyst theScreener just awarded an improved star rating to CHUGAI PHARM. (JP), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 2 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as moderately risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date March 18, 2022, th...
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