Pelham Smithers Associates Ltd - PSA Today 10 Feb: Cautious mood / Isuzu Q3 / Fujikura blow-out Q3 / Genki KHI / Kureha, Central Glass and LiB market / IIJ Q3 / Previewing Appier Q4 / Omron Q3 – Nikkei 225 +0.04% | ¥$151.97

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 10 Feb: Cautious mood / Isuzu Q3 / Fujikura blow-out Q3 / Genki KHI / Kureha, Central Glass and LiB market / IIJ Q3 / Previewing Appier Q4 / Omron Q3 – Nikkei 225 +0.04% | ¥$151.97

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Joel Scheiman, Lindsay Whipp and Nia Dokova
Tags: Nippon Steel (5401 JT), US Steel (X US), DeNA (2432 JT), Taiyo Yuden (6976 JT), Harmonic Drive Systems (6324 JT), Sharp (6753 JT), SBI Holdings (8473 JT), Sega Sammy (6460 JT), Isuzu Motors (7202 JT), Hino Motors (7205 JT), Fujikura (5803 JT), KHI (7011 JT), Central Glass (4044 JT), Kureha Corp (4023 JT), Internet Initiative Japan (3774 JT), VMware (pvt), Appier (4180 JT), Omron (6645 JT), JMDC (4483 JT)
Main Points
 Topix, Nikkei 225 little changed in nervous trading ahead of holiday
 Isuzu FY24 Q3 results below estimates
 Fujikura FY24 Q3 raises full-year OP by 17%
 KHI rises on Powersports and Defence
 Kureha, Central Glass see LiB market pressure
 IIJ FY24 Q3 misses OP expectations but beats on sales
 Appier: FY24 Q4 preview
 Omron revises up full-year OP, misses consensus

10/02/2025 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

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The PSA Weekly Research Round-Up for the Week to 7 January 2025

Weekly Comment Summary While Topix is down since the year began, the TSE Growth 250 index is up +4.3%. Results have helped, but as Pelham Smithers point out, the index also includes several stocks in emerging industries that are attracting attention globally. PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Fanuc (6954 JT) – Robotics Order Recovery; Margin Improvement 2. GA Technologies (3491 JT) – A Revisit 3. PeptiDream (4587 JT) – FY24 (Dec) Q4 Preview & FY25 / FY26 Outlook Company / Sector / Thematic Comments Technology: Consumer Electronics, Gaming 1. Video Games Roun...

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Joel Scheiman
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PSA Today 7 Feb: Slide / Spending / Games / Materials / Autos / Machinery / Internet - eCommerce / Software / Healthcare / Services – Nikkei 225 +0.61% | ¥$152.57

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Will Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: Tokyo Electron (8035 JT), Toyota Motor (7203 JT), Hoya (7741 JT), Mercari (4385 JT), Subaru (7270 JT), Renesas (6723 JT), Nikon (7731 JT), Konica Minolta (4902 JT), LY Corp (4689 JT), Advantest (6857 JT), Sega Sammy (6460 JT), (Internet Initiative Japan (3774 JT), NEC (6701 JT), Hitachi (6501 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Hon Hai (2317 TT), Renault (RNO FP), Honda Motor (7267 JT), Suzuki Motor (7269 JT), Mazda (7261 JT), Su...

February 7, 2025 February 7, 2025 1 EN

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PSA Today 10 Feb: Cautious mood / Isuzu Q3 / Fujikura blow-out Q3 / Genki KHI / Kureha, Central Glass and LiB market / IIJ Q3 / Previewing Appier Q4 / Omron Q3 – Nikkei 225 +0.04% | ¥$151.97

The PSA Weekly Research Round-Up for the Week to 7 January 2025

PSA Today 7 Feb: Slide / Spending / Games / Materials / Autos / Machinery / Internet - eCommerce / Software / Healthcare / Services – Nikkei 225 +0.61% | ¥$152.57

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