PSA Today 28 Jan: Rebound /Alps Alpine 3Q / Screen 3Q / KDDI 3Q / Tokyo Ohka revises up; Mt. Fuji risks? / Nissan and Renault's EV plans - Nikkei 225 +2.09%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Shin-Etsu Chemical (4063 JT), Shinko Electric (6967 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Canon (7751 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), VW (VOW GR), Alps Alpine (6770 JT), Minebea Mitsumi (6479 JT), Screen Holdings (7735 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), KDDI (9433 JT), Tokyo Ohka Kogyo (4186 JT), JSR (4185 JT), Fujifilm Holdings (4901 JT), Toray (3402 JT), Renault (RNO FP), Mitsubishi Motor (7211 JT), Google (GOOG US)
Main Points
• Japan shares rebound following volatile Wall Street session
• Alps Alpine 3Q FY21 OP +42% YoY
• Screen 3Q FY21 OP +154% YoY
• KDDI 3Q OP ¥301.5bil +7% YoY
• Tokyo Ohka revises up, and what about Mt. Fuji?
• Nissan and Renault announce close EV cooperation
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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