- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 11 Nov: Flat as earnings wind down / Kioxia IPO back on / Video games round-up / Results for Isuzu, Terumo, IIJ, Daifuku / KHI sold on Trump Mexico tariffs / Appier preview – Nikkei225 +0.08% | ¥153.37
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Sony (6758 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Hitachi (6501 JT), PKSHA (3993 JT), Chugai Pharm (4519 JT), Konami (9766 JT), Nitto Denko (6988 JT), Bandai Namco (7832 JT), Olympus (7733 JT), Omron (6645 JT), Nintendo (7974 JT), Ricoh (7752 JT), Square Enix (9684 JT), Amvis Holding (7071 JT), Sunwels (9229 JT), CUC Inc (9158 JT), Kioxia (pvt), Western Digital (WDC US), SK Hynix (000660 KS), Micron (MU US), Take Two (TTWO US), Sega Sammy (6460 JT), Capcom (9697 JT), Isuzu Motors (7202 JT), Hino Motors (7205 JT), KHI (7012 JT), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Internet Initiative Japan (3774 JT), VMware (pvt), Appier (4180 JT), Terumo (4543 JT)
Main Points
Tokyo shares close flat as earnings season starts winding down
Kioxia IPO back on
Video games round-up
Isuzu FY24 Q2 earnings miss estimates, guidance downgrade
KHI sinks on Trump Mexico tariffs
Daifuku earnings outlook positive
IIJ FY24 Q2 OP beats consensus estimates
Appier FY24 Q3 preview
Terumo shares rise on positive market reaction to FY24 Q2 results and full-year boost
Company-specific issues at Amvis leads to weak FY25 guidance
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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