Pelham Smithers Associates Ltd - PSA Today 14 Nov: Slide again / Japan Q3 GDP due Friday / Bandai ups Gunpla price / SMC Q2 / Strong cable makers / Dentsu, PeptiDream Q3s / GNIs Cullgen and Pulmatrix – Nikkei 225 -0.48% | ¥$155.90

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Pelham Smithers Associates Ltd

Nia Dokova ...

Pelham Smithers
William Nestuk

PSA Today 14 Nov: Slide again / Japan Q3 GDP due Friday / Bandai ups Gunpla price / SMC Q2 / Strong cable makers / Dentsu, PeptiDream Q3s / GNI's Cullgen and Pulmatrix – Nikkei 225 -0.48% | ¥$155.90

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk and Nia Dokova
Tags: Tokyo Electron (8035 JT), Lasertec (6920 JT), Socionext (6526 JT), Sumitomo Electric (5802 JT), Fujitsu (6702 JT), Kansai Electric Power (9503 JT), Hokkaido Electric Power (9509 JT), Tokyo Electric Power (9501 JT), Mercari (4385 JT), Toei (9605 JT), Toei Animation (4816 JT), Sony (6758 JT), GNI Group (2160 JT), Pulmatrix (PULM US), Bandai Namco (7832 JT), Furukawa (5801 JT), SWCC (5805 JT), SMC (6273 JT), Applied Materials (AMAT US), Dentsu (4324 JT), Interpublic (IPG US), Publicis (PUB FP), Omnicom (OMC US), AstraZeneca (AZN LN), Astellas (4503 JT), Gyre (GYRE US), PeptiDream (4587 JT)
Main Points
 Japan shares slide again in face of weak yen, Chinese markets sell-off
 Japan 2024 Q3 GDP tomorrow
 Bandai raises Gunpla prices 9%+
 Cable makers rise to listing highs
 SMC Q2 OP -4% YoY; full-year guidance cut 8%
 Dentsu FY24 Q3 OP -88% YoY, revises down
 GNI platform business Cullgen to merge with Pulmatrix
 PeptiDream gains on FY24 Q3 results

14/11/2024 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

Nia Dokova

Pelham Smithers

William Nestuk

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PSA Today 14 Nov: Slide again / Japan Q3 GDP due Friday / Bandai ups Gunpla price / SMC Q2 / Strong cable makers / Dentsu, PeptiDream Q3s / GNI's Cullgen and Pulmatrix – Nikkei 225 -0.48% | ¥$155.90

The PSA Weekly Research Round up for the Week to 22 November 2024

PSA Today 22 Nov: Stimulus / Macro subdued / Kioxia IPO / Mitsui Chem incentives / Nissan restructuring / Cablers, data centres / Koshidaka / Kyoritsu Maintenance – Nikkei 225 +0.68% | ¥$154.90

PSA Media & Entertainment: Square Enix (9684 JT) Follows Capcom in Looking to Tencent for Mobile Support

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