- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Bonfire Night: Early nasty slump, some recovery / Q2s for TOY, MMC, Daikin, Sanrio, Kakaku / Q3 preview SRE / AK revises up, MF down – Nikkei 225 -2.50% | ¥$153.64
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Thao Nguyen and Hiroyuki TeradaTags: Disco (6146 JT), Lasertec (6920 JT), Advantest (6857 JT), Fujikura (5803 JT), Socionext (6526 JT), Kioxia (285A JT), SanDisk (SNDK US), SK Hynix (000660 KS), Nintendo (7974 JT), NSK (6471 JT), Yamaha Corp (7951 JT), Tokyo Seimitsu (7729 JT), Yokogawa Electric (6841 JT), Daitron (7609 JT), Hitachi Construction Machinery (6305 JT), Hitachi Ltd (6501 JT), Money Forward (3994 JT), Smart Camp (pvt), AGC (5201 JT), Mitsui & Co (8031 JT), Itochu (8001 JT), Toyota Motor (7203 JT), Yamaha Motor (7272 JT), Kakaku.com (2371 JT), Eisai (4523 JT), KH Neochem (4189 JT), Teijin (3401 JT), Nippon Steel (5401 JT), Hino Motors (7205 JT), General Motors (GM US), Mitsubishi Motors (7211 JT), Daikin (6367 JT), Mitsubishi Electric (6503 JT), Asahi Kasei (3407 JT), Otsuka Holdings (4578 JT), SRE Holdings (2980 JT), Sanrio (8136 JT), Warner Bros (WBD US)
Main Points
Japan shares suffer mid-morning slump on Palantir move, then recover somewhat with S&P futures
Toyota raises FY25 guidance on currency
Mitsubishi Motors FY25 Q2 profits miss estimates
Daikin’s FY25 Q2 in line with consensus
Asahi Kasei shares rise on earnings, share buyback
Kakaku.com’s Q2 misses, keeps FY guidance unchanged
MF revises down FY25 forecasts due to subsidiary sale
SRE: FY25 Q2 preview
Sanrio 1H beat but has concerns of a slowdown in the US
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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