- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 28 Oct: Profit-taking, yen strength / SBI Shinsei Bank IPO plans / Results: Advantest Q2, HCM Q2, Shimano Q3, / Nidec's fall / Cablers / Previewing TIS Q2 – Nikkei 225 -0.58% | ¥$152.02
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippTags: Qualcomm (QCOM US), Tokyo Electron (8035 JT), Renesas (6723 JT), Macnica Holdings (3132 JT), Nidec (6594 JT), Ibiden (4062 JT) Olympus (7733 JT), Canon (7751 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Seiko Epson (6724 JT), Brother (6448 JT), Nitto Denko (6988 JT), Koei Tecmo (3635 JT), Shionogi (4507 JT), Sakura Internet (3778 JT), Sumitomo Chemical (4005 JT), Tanaka Chemical (4080 JT), SBI Holdings (8473 JT), SBI Shinsei Bank (8303 JT), Rakuten Bank (5838 JT), Ripplewood (pvt), SBI Global Asset Management (4765 JT), Advantest (6857 JT), Teradyne (TER US), Disco (6146 JT), Tokyo Seimitsu (7729 JT), Fujikura (5803 JT), SEI (5802 JT), Furukawa Electric (5801 JT), Hitachi Construction Machinery (6305 JT), Hitachi (6501 JT), ABBN (ABB SW), Komatsu (6301 JT), Shimano (7309 JT), TIS (3626 JT), Nomura Research Institute (4307 JT)
Main Points
Tokyo shares slide on profit-taking, yen strength
SBI Shinsei Bank unveils IPO plans
Advantest FY25 Q2 OP +71% YoY, revises up
Nidec shares limit down on ‘Security on Special Alert’ designation
Furukawa beats Fujikura today
HCM FY25 Q2 slightly above consensus
Shimano FY25 Q3 OP -57% YoY
TIS: FY25 Q2 preview
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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