PSA Today 10 Oct: All eyes on China's PBOC / Ailing retailers / Genki BayCurrent / Shift's struggles / Treasure Factory full-year numbers intact / Koshidaka's numbers ahead – Nikkei 225 +0.26% | ¥$149.16
PSA Today Japan Market Comment by Pelham Smithers, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Nikon (7731 JT), EssilorLuxottica (EL FP), ARM Holdings (ARM US), SoftBank Group (9984 JT), Nokia (NOKIA FH), Ericsson (ERICB SS), Seven & I Holdings (3382 JT), Couche-Tard (ATD CN), Aeon (8267 JT), Omron (6645 JT), JMDC (4483 JT), Kusuri no Aoki (3549 JT), J Front Retailing (3086 JT), Adastria (2685 JT), Toyota Motor (7203 JT), Panasonic (6752 JT), BayCurrent (4443 JT), Shift Inc (3697 JT), Treasure Factory (3093 JT), Koshidaka Holdings (2157 JT)
Main Points
• Japan shares gain but attention on China markets as PBOC makes move
• Japan’s retailers struggling with SG&A costs
• BayCurrent Consulting maintains its FY24 outlook
• Shift rounds out disappointing FY24 and forecasts sharp sales slowdown
• Treasure Factory: Q2 Results slightly short of guidance but full-year FY24 forecast maintained
• Koshidaka FY24 results ahead of plan, FY25 guidance above consensus
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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