PSA Today 20 Oct: Mixed market and a Nintendo downgrade / MLCCs and semis / Takeuchi's briefing / Kakaku's after-hours revision down – Nikkei 225 +0.14%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenTags: ANA Holdings (9202 JT), Nintendo (7974 JT), Micron (MU US), Tokyo Electron (8035 JT), Rorze Corp (6323 JT), Adtec Plasma Technology (6668 JT), Murata Manufacturing (6981 JT), Toyota Motor (7203 JT), Honda (7267 JT), ASML (ASML NA), Apple (AAPL US), Takeuchi Manufacturing (6432 JT), Kakaku.com (2371 JT)
Main Points
• Tokyo shares close mixed as Nintendo downgraded
• Can MLCCs suffer while semiconductors do well?
• Takeuchi likely to beat FY21 guidance though short of record OP
• Kakaku’s FY21 H1 and FY revision down
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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