Pelham Smithers Associates Ltd - 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%

Report

Pelham Smithers Associates Ltd

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

22/10/2021 6 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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The PSA Weekly Research Round up for the week to 19 April 2024

Weekly Comment Summary The conclusions of Ben Bernanke’s report on Bank of England forecasting are being echoed in Tokyo, where next week, we will see Japan’s central bank having to square its decision to raise rates with its current inflation forecasts, says Pelham Smithers. PSA Company Visits, Tours and Interviews • Visited / Calls with: Treasure Factory (3093 JT), Curves (7085 JT), Insource (6200 JT) • Presentations at: Fujifilm Holdings (4901 JT), Mitsui Mining & Smelting (5706 JT) PSA Weekly Contents at a Glance Reports / Flash Notes Summaries 1. Koei Tecmo (3635 JT) ...

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Julie Boote ... (+2)

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PSA Today 19 Apr: Israel Iran trouble spooks market / March inflation rate abates / TSMC's lower chip forecast / Nissan lowers FY23 guidance – Nikkei 225 -2.66% | ¥$154.39

PSA Today Japan Market Comment by Pelham Smithers and Julie Boote Tags: TSMC (2330 TT), Tokyo Electron (8035 JT), Lasertec (6920 JT), MHI (7011 JT), KHI (7012 JT), NEC Corp (6701 JT), Hitachi (6501 JT), Astellas (4503 JT), Chugai Pharmaceutical (4519 JT), Sakura Internet (3778 JT), KDDI (9433 JT), Shinko Electric (6967 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Nissan Motor (7201 JT) Main Points • Nikkei 225 drops 1,000+ points on Middle East, TSMC news • Japan inflation slows again in March • TSMC cuts chip market forecast on weak consumer demand • Nissan lowers its FY23 g...

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Hiroyuki Terada

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With tourism to Japan booming, we review visitor spending patterns and highlight the beneficiaries of this trend.

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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%

The PSA Weekly Research Round up for the week to 19 April 2024

PSA Today 19 Apr: Israel Iran trouble spooks market / March inflation rate abates / TSMC's lower chip forecast / Nissan lowers FY23 guidance – Nikkei 225 -2.66% | ¥$154.39

PSA Consumer Services: Inbound Tourism Hits Historical High: PSA Ideas

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