- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 14 Nov: Profit taking / Video Game Industry Update / Results for SBI, Dentsu / Toho Titanium's capacity? / Ferrotec raises DPS / Recruit's Q2 – Nikkei 225 -1.06%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: SoftBank Group (9984 JT), Alibaba (9988 HK), Olympus (7733 JT), Jeol (6951 JT), Sysmex (6869 JT), M3 Inc (2413 JT), Nidec (6594 JT), Hoya (7741 JT), Shimano (7309 JT), Cybozu (4776 JT), Freee KK (4478 JT), Money Forward (3994 JT), Sansan (4443 JT), Subaru (7270 JT), Suzuki Motor (7269 JT), Cognosphere, Tencent (700 HK), NetEase (9999 HK), Bandai Namco (7832 JT), Mixi (2121 JT), Konami (9766 JT), Square Enix (9684), Nintendo (7974 JT), Sony (6758 JT), Take Two (TTWO US), Electronic Arts (EA US), Capcom (9697 JT), CD Projekt (CDR PW), SBI Holdings (8473 JT), Dentsu (4324 JT), Toho Titanium (5727 JT), Osaka Titanium (5726 JT), Ferrotec (6890 JT), Applied Materials (AMAT US), Recruit (6098 JT), Enechange (4169 JT), Moneysupermarket.com (MONY LN)
Main Points
• Japan shares see profit-taking ahead of 3Q GDP numbers
• Video game industry news
• SBI Holdings reports a net profit in 2Q
• Dentsu’s 3Q OP -81% YoY but, excluding one-off gains in 3Q FY21- 52% YoY
• Will Toho Titanium add capacity?
• Ferrotec ups DPS to ¥100 for 3.4% yield; strong H1 but guided H2 weaker
• Recruit Q2 revenue beats while OP misses
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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