- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today 12 Nov: Topix hits record high / Risks and opportunities in video game stocks / Results comments on Isuzu, Bridgestone, Trend Micro, SRE Holdings, ExaWizards, Moriya –Nikkei 225 +0.43% | ¥$154.65
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, Lindsay Whipp and Hiroyuki TeradaTags: SoftBank Group (9984 JT), Nvidia (NVDA US), OpenAI (pvt), Mitsui Kinzoku (5706 JT), Sumco (3436 JT), Tokyo Ohka Kogyo (4186 JT), Kokusai Electric (6525 JT), Rakuten Bank (5838 JT), SRE Holdings (2980 JT), Sanken Electric (6707 JT), Towa Corp (6315 JT), Tokyo Seimitsu (7729 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Applied Materials (AMAT US), Modec (6269 JT), Sony (6758 JT), Nexon (3659 JT), Koei Tecmo (3635 JT), Mixi (2121 JT), CyberAgent (4751 JT), Nintendo (7974 JT), Konami (9766 JT), Capcom (9697 JT), Marvelous (7844 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Sega Sammy (6460 JT), DeNA (2432 JT), GungHo Online Entertainment (3765 JT), Gravity (GRVY US), TPG (pvt), Electronic Arts (EA US), Microsoft (MSFT US), Battlestate Games (pvt), CD Projekt (CDR PW), Gumi (3903 JT), Akatsuki (3932 JT), DeNA (2432 JT), Gree (3632 JT), Colopl (3668 JT), KLab (3656 JT), Altplus (3672 JT), Isuzu Motor (7202 JT), Hino Motors (7205 JT), Trend Micro (4704 JT), SRE Holdings (2980 JT), ExaWizards (4259 JT), NTT DOCOMO BUSINESS (pvt), Seven Bank (8410 JT), Moriya Transportation Engineering and Manufacturing (6226 JT)
Main Points
Results, rotation into broader market send Topix to all-time high
Risks and opportunities in video game stocks as we head into Black Friday
Isuzu lowers FY25 sales forecast, keeps financial guidance unchanged
Bridgestone FY25 Q3 results beat estimates
Trend Micro’s Q3 Beats; keeps full-year guidance unchanged
SRE Holdings misses consensus OP, maintains full-year forecasts
ExaWizards smashes consensus OP, raises forecast
Moriya’s new guidance still looks conservative
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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