- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 30 Oct: Earnings season ramp-up / PSA analyst comments on Q2s for Hitachi, Anritsu, Keyence, Ibiden, Panasonic, Q4s for MACP, MARI / TOY's pzazz / SCSK – Nikkei 225 +0.04% | ¥$153.07
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Capcom (9697 JT), NEC Corp (6701 JT), CSG Systems (CSGS US), ARE Holdings (5857 JT), Genky DrugStores (9267 JT), Disco (6146 JT), Komatsu (6301 JT), Keyence (6861 JT), Sumitomo Riko (5191 JT), Sumitomo Electric (5802 JT), DKS (4461 JT), Sumitomo Densetsu (1949 JT), Tepco (9501 JT), Fujikura (5803 JT), Socionext (6526 JT), Renesas (6723 JT, SoftBank Group (9984 JT), Lasertec (6920 JT), ASML (ASML NA), Hitachi (6501 JT), Anritsu (6754 JT), Ibiden (4062 JT), Sumco (3436 JT), Tokyo Ohka Kogyo (4186 JT), Panasonic (6752 JT), Keyence (6861 JT), Toyota Motor (7203 JT), Sumitomo Corp (8053 JT), Berkshire Hathaway (BRK.B US), SCSK (9719 JT), NTT Inc (9432 JT), Itochu Corp (8001 JT), NS Solutions (2327 JT), Nomura Research Institute (4307 JT), Nippon Steel (5401 JT), Nomura Holdings (8604 JT), TIS Inc (3626 JT), Biprogy Inc (8056 JT), Internet Initiative Japan (3774 JT), M&A Capital Partners (6080 JT), M&A Research Institute (9552 JT)
Main Points
Japan shares make gains as earnings season ramps up
Hitachi FY25 Q2 OP +43% YoY
Anritsu FY25 Q2 OP +25% YoY xx
Keyence falls, but higher OPMs ahead
Toyota out to impress at Japan Mobility Show 2025
Sumitomo Corp. to take system integrator subsidiary SCSK private
M&A Capital Partners: solid outlook for FY26
MARI misses FY25 OP guidance but as expected
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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