PSA Today 27 Oct / We're there! 50,000 on the Nikkei; concentrated, thematic / Sony "live action" business / Canon FY25 Q3, Koei Tecmo Q2 / Soaring Fujikura / Sep global auto production – Nikkei +2.46% | ¥$153.02
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Kawasaki Heavy (7012 JT), Chugoku Marine Paints (4617 JT), Toa Corp (1885 JT), Komatsu (6301 JT), Shizuoka Financial Group (5831 JT), Daiichi Kigenso (4082 JT), Kioxia (285A JT), Fujikura (5803 JT), Hoya (7741 JT), Advantest (6857 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Chugai Pharmaceutical (4519 JT), Nitto Denko (6988 JT), Asteria (3853 JT), Densan Systems (4072 JT), SBI Holdings (8473 JT), Metaplanet (3350 JT), Tosoh Corp (4042 JT), Organo Corp (6368 JT), Nissan Motor (7201 JT), Volkswagen (VOW GR), SAIC Motor (600104 CH), Toyota Motor (7203 JT), Nidec (6594 JT), Furukawa Electric (5801 JT), SoftBank (9984 JT), Taiyo Yuden (6976 JT), Kanadevia (7004 JT), Mitsui Kinzoku (5706 JT), HCM (6305 JT), Taiheiyo Cement (5233 JT), Nomura Holdings (8604 JT), JGC (1963 JT), Ebara (6361 JT), Hitachi (6501 JT), SEI (5802 JT), Fukuoka Financial (8354 JT), DeNA (2432 JT), Sony (6758 JT), Warner Bros Discovery (WBD US), Netflix (NFLX US), MAPPA (pvt), Bandai Namco (7832 JT), Toho (9602 JT), Amazon (AMZN US), Toei Animation (4816 JT), Canon (7751 JT), Canon Marketing (8060 JT), Koei Tecmo (3635 JT), Nintendo (7974 JT), Furukawa Electric (5801 JT), SWCC (5805 JT), Suzuki Motor (7269 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT)
Key Data
Main Points
Nikkei 225 soars through 50,000 over domestic spending expectations, US / China deal hopes
The Nikkei 225’s narrow, thematic market
Is “live action” set to become a niche business at Sony?
Canon FY25 Q3 OP ¥88bil (-10% YoY)
Koei Tecmo FY25 Q2 OP ¥4.4bil (-11% YoY)
Fujikura hits our target price
Mixed results for Japanese automakers’ global auto production in September
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.
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