PSA Today 24 Oct: Flatlining ahead of weekend general election / Why no market response to Bandai Namco strong numbers? Readthrough to peers / Canon Q3 – Nikkei 225 +0.10% | ¥$152.14
PSA Today Japan Market Comment by Pelham Smithers and Joel ScheimanTags: Nidec (6594 JT), Bandai Namco (7832 JT), Canon (7751 JT), Canon Electronics (7739 JT), NEC Corp (6701 JT), Japan Aviation Electronics (6807 JT), Hirose Electric (6806 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), Konica Minolta (4902 JT), Effissimo Capital Management (pvt), Ricoh (7752 JT), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Shin-Etsu Polymer (7970 JT), Kadokawa (9468 JT), Nintendo (7974 JT), Sega Sammy (6460 JT), Toei Animation (4816 JT), Square Enix (9684 JT), Sega Sammy (6460 JT), Sony (6758 JT), Canon Marketing (8060 JT)
Main Points
• Tokyo shares flatline ahead of poll
• Why is the market so mistrustful of Bandai Namco’s earnings?
• Readthrough to other stocks from Bandai’s upward revision
• Canon: FY24 Q3 OP rises +19% YoY but misses expectations; 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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