Pelham Smithers Associates Ltd - PSA Today 11 Oct: Boosted by Fast Retailing/ Video game industry round-up / Asahi Kasei, Sekisui Chem report higher housing revenues / Heavies rise / Considering Fujikura / Sansans miss / Healthcare round-up / S-Pools Q3 – Nikkei 225 +0.

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Lindsay Whipp
Nia Dokova
Pelham Smithers
William Nestuk

PSA Today 11 Oct: Boosted by Fast Retailing/ Video game industry round-up / Asahi Kasei, Sekisui Chem report higher housing revenues / Heavies rise / Considering Fujikura / Sansan's miss / Healthcare round-up / S-Pool's Q3 – Nikkei 225 +0.

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia Dokova
Tags: Fast Retailing (9983 JT), Shift (3697 JT), Dawn (2303 JT), Money Forward (3994 JT), Sansan (4443 JT), BayCurrent Consulting (6532 JT), MonotaRO (3064 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), SWCC (5805 JT), Nichidai (6467 JT), Toyota Motor (7203 JT), Grid (5582 JT), West Holdings (1407 JT), Koshidaka (2157 JT), Treasure Factory (3093 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Asahi Kasei (3407 JT), Sekisui Chemical (4204 JT), IHI (7013 JT), Boeing (BA US), KHI (7012 JT), MHI (7011 JT), Micron (MU US), Olympus (7733 JT), Terumo (4543 JT), PeptiDream (4587 JT), Fujitsu (6702 JT), Mizuho Capital (pvt), Takenaka Corp (pvt), Kishida Chemical (pvt), Curium (pvt) Astellas (4503 JT), S-Pool (2471 JT)
Main Points
• Nikkei 225 outperforms thanks to Fast Retailing
• Video game industry round-up
• Asahi Kasei, Sekisui Chemical report housing growth
• Heavies rise despite Boeing strike
• Fujikura hurtles toward ¥6,000
• Sansan misses FY24 Q1 consensus estimates
• Healthcare and pharma round-up
• S-Pool’s Q3 comes in ahead of guidance

11/10/2024 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

Hiroyuki Terada

Joel Scheiman

Lindsay Whipp

Nia Dokova

Pelham Smithers

William Nestuk

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Lindsay Whipp
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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 Dokova Tags: 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 attent...

October 10, 2024 October 10, 2024 1 EN

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PSA Today 11 Oct: Boosted by Fast Retailing/ Video game industry round-up / Asahi Kasei, Sekisui Chem report higher housing revenues / Heavies rise / Considering Fujikura / Sansan's miss / Healthcare round-up / S-Pool's Q3 – Nikkei 225 +0.

PSA Autos / New Mobility: The Fraught Path to Electrification

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

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