- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 27 Oct: Company results rescue droopy Topix / eSports: GameWith and DetonatioN / Results for Nitto Denko / Hitachi / Shin-Etsu/ Ferrotec / Fanuc / CyberAgent / NRI / Cybozu – Nikkei 225 -0.03%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen, and Lindsay WhippTags: Imagica (6879 JT), OKK Corp (6205 JT), GameWith (6552 JT), Shinko Electric (6967 JT), Maruwa (5344 JT), Nidec (6594 JT), Enthusiast Gaming (EGLX CN), Nitto Denko (6988 JT), Bristol-Myers Squibb (BMY US), Dynavax Technologies (DVAX US), Valneva SE (VLA FP), Hitachi (6501 JT), Shin-Etsu Chemical (4063 JT), Ferrotec (6890 JT), Lam Research (LRCX US), Applied Materials (AMAT US), Fanuc (6954 JT), CyberAgent (4751 JT), Square Enix (9684 JT), Nomura Research Institute (4307 JT), Cybozu (4776 JT)
Main Points
• Tokyo lower but aided by early results
• GameWith acquires DetonatioN’s eSports team
• Nitto Denko, good FY21, but what about FY22x?
• Hitachi 2Q FY21 OP ¥153bil +130% YoY
• Shin-Etsu Chemical postures for sustained growth
• Ferrotec edges up for 4th straight day helped by LAM
• Fanuc misses Q2 OP guidance by 16%
• CyberAgent’s FY21 results
• NRI raises forecast, dividend, following another strong quarter
• Cybozu revises FY21 OP higher on lesser costs
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.