PSA Oct 26: Differing Fortunes for Hitachi, Fujitsu /DoCoMo's FY17 Q2/ Toyota's EV Game Changer/ Ahead of Shin-Etsu's Q2/Chemical sector upward revisions/Fanuc Results Meeting, Yaskawa, SMC/LINE's Q3 - Nikke
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥21,739.78 (+¥32.16 / +0.15%); Topix ¥1,753.90 (+¥2.47 / +0.14%); ¥/$113.52
Tags: Daiwa Securities (8601),Chugai Pharm(4519), M3 Inc (2413), Canon (7751), Nidec (6594), Hitachi (6501), Fujitsu (6702), NTT DoCoMo (9437), KDDi (9433), SoftBank (9984), Shin-Etsu Chemical (4063), TSMC (2330 TT), Tokyo Ohka Kogyo (4186), Nippon Shokubai (4114), Mitsubishi Chemical Holdings (4188), Mitsubishi Tanabe Pharma (4508), Ube Industries (4208), Shin-Etsu Polymer (7970), Fanuc (6954), Apple (AAPL US), Yaskawa (6506), SMC (6273), LINE (3938)
- Nikkei narrowly higher as earnings offset Wall Street weakness
- High P/E stocks down in wake of results
- Canon continues higher as management increasingly praised
- Differing fortunes at Hitachi and Fujitsu
- NTT Docomo numbers in line with Nikkei forecast
- Toyota’s solid-state batteries coming in the early 2020s
- Three points of interest ahead of Shin-Etsu Chemical’s Q2 / TSMC sales by technology
- Upward earnings revisions in the chemical sector
- Fanuc’s President discusses component sourcing problems…
- …which may be affecting prices of Yaskawa and SMC.
- LINE’s Q3 results
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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