Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today 22 Oct: Flat ahead of earnings / Will we get a video games earnings surprise? / Ube disappoints / / LINE, ZHD, Base / NRI Q2 preview / Medley, Docomo, Minacolor – Nikkei 225 +0.34%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, and Lindsay Whipp
Tags: Intel (INTC US), Disco (6146 JT), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), Koa Corp (6999 JT), Nissan Motor (7201 JT), Honda (7267 JT), Toyota Motor (7203 JT), Tokyo Steel (5423 JT), Sony (6758 JT), Universal Music (UMG NA), Nintendo (7974 JT), Capcom (9697 JT), Square Enix (9684 JT), CyberAgent (4751 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Ube Industries (4208 JT), Mitsubishi Materials (5711 JT), Z Holdings (4689 JT), BASE Inc (4477 JT), Mercari (4385 JT), Naver (035420 KS) Nomura Research Institute (4307 JT), AUSIEX, Medley Inc (4448 JT), Minacolor, NTT Docomo
Main Points
• Flat market ahead of earnings
• Might video game stocks’ earnings surprise on the upside?
• Ube Industries’ disappointing revision
• LINE to launch MySmartStore
• NRI FY21 Q2 preview: expecting another strong quarter
• Medley Inc and NTT Docomo to acquire OTC pharmacy
Pelham Smithers Associates Ltd
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. 

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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