PSA Today 10 Nov: Weaker / God of War: Ragnarok / 2Qs for Bandai Namco, Nikon, Tokyo Electron, Mazda / GS Yuasa's plans / Trend Micro's miss / ExaWizards' 2Q – Nikkei 225 -0.98%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Fujikura (5803 JT), Sysmex (6869 JT), Mitsui Mining & Smelting (5706 JT), Honda (7267 JT), Kubota (6326 JT), Apple (AAPL US), Taiyo Yuden (6976 JT), Murata (6981 JT), TDK (6762 JT), Sony (6758 JT), Electronic Arts (EA US), Activision (ATVI US), Bandai Namco (7832 JT), Nintendo (7974 JT), Kadokawa (9468 JT), Nikon (7731 JT), Canon (7751 JT), Zeiss (AFX GY), NEC (6701 JT), ASML (ASML NA), Tokyo Electron (8035 JT), Applied Materials (AMAT US), Mazda (7261 JT), GS Yuasa (6674 JT), ExaWizards (4259 JT)
Main Points
• Tokyo slides on Wall Street losses, more disappointing earning
• God of War: Ragnarok ups the ante in console gaming
• Bandai Namco 2Q FY22 OP +7% YoY
• Nikon 2Q FY22 OP -25% YoY
• Mazda earnings recover in Q2
• GS Yuasa plugging along
• Trend Micro’s OP misses consensus estimate again
• Mixed bag for ExaWizards’ FY22 Q2 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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.