- Joel Scheiman
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 28 Oct: Post-election market surge / Who will govern Japan? / Koei Tecmo Q2 / Fanuc positive slant / TIS Q2 preview / Olympus's Kaufmann out / CUC Q2 – Nikkei 225 +1.82% | ¥$153.29
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Disco (6146 JT), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Shionogi (4507 JT), Olympus (7733 JT), Tokyo Steel (5423 JT), Sony (6758 JT), Zeon Corp (4205 JT), Koei Tecmo (3635 JT), Alibaba (BABA US), Bilibili (BILI US), Fanuc (6954 JT), TIS Inc (3626 JT), CUC (9158 JT)
Main Points
• Tokyo shares surge as election delivers political impasse
• Who will govern Japan?
• Koei Tecmo FY24 Q2 OP -22% YoY
• Fanuc positive slant
• TIS FY24 Q2 preview
• Olympus embroiled in yet another C-Suite scandal
• CUC reports strong FY24 Q2 but full year guidance maintained
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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