- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 2 Nov: Earnings pour in, proving somewhat erratic / KDDI, Konami 2Qs / Subaru lifts OP guidance, MMC's Q2 better / Minebea Mitsumi strong outlook / SRE Holdings boosted – Nikkei 225 -0.06%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Panasonic (6752 JT), JVCKenwood (6632 JT), CATL (300750 CH), Sony (6758 JT), Kao Corp (4452 JT), Procter & Gamble (PG US), Subaru (7270 JT), V-Cube (3681 JT), Zoom (ZM US), CyberAgent (4751 JT), Trend Micro (4704 JT), KDDI (9433 JT), NTT (9432 JT), Konami (9766 JT), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), Renault (RNO FP), Minebea Mitsumi (6479 JT), Apple (AAPL US), SRE Holdings (2980 JT)
Main Points
• Mixed day in Tokyo as earnings numbers continue to be erratic
• KDDI 2Q FY22 OP -5% YoY
• Konami 2Q FY22 OP -42% YoY
• Subaru lifts OP guidance on currency gains, pricing
• Mitsubishi Motors reports better than expected Q2 results
• Minebea Mitsumi guides for a strong FY23
• SRE Holdings shares rise for second day following earnings outperformance
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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