- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 10 Nov: Weaker again / Japan revises up, grudgingly / Mazda keeps FY OP unchanged / A tale of two video game companies / NTT Data's huge Q2 beat but not change to FY – Nikkei 225 -0.61%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, Thao Nguyen, and Lindsay WhippTags: Nexon (3659 JT), DeNA (2432 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), SoftBank Group (9984 JT), Nissan Motor (7201 JT), Nissha (7915 JT), Kuraray (3405 JT JT), NEC (6701 JT), TIS (3626 JT), Nomura Research Institute (4307 JT), Mazda (7261 JT), NTT Data (9613 JT)
Main Points
• Market lower on Wall Street’s weakness, yen
• Japan revises up, grudgingly
• Mazda keeps FY21 OP forecast unchanged, despite weaker sales
• A tale of two video game companies
• NTT Data smashes through FY21 Q2 estimates but doesn’t raise full-year forecasts
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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