- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 29 July: Following Wall Street up / Big macro week / Q1s Koei Tecmo, Capcom, Zeon, Fanuc, Komatsu / MMC alliance / Previewing JMDC, Sanrio / Eisai bump – Nikkei 225 +2.13% | ¥$153.30
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Mitsubishi Motors (7211 JT), Honda (7267 JT), Nissan Motor (7201 JT), Renault (RNO FP), Eisai (4523 JT), BioArctic (BIOAB SS), Biogen (BIIB US), Hitachi Construction Machinery (6305 JT), Screen Holdings (7735 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Tokyo Steel (5423 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Canon (7751 JT), Koei Tecmo (3635 JT), Capcom (9697 JT), Zeon Corp (4205 JT), Fanuc (6954 JT), Komatsu (6301 JT), JMDC (4483 JT), Eli Lilly (LLY US), Sanrio (8136 JT)
Main Points
• Nikkei 225 gains 800 points as Tokyo shares follow Wall Street higher
• Big week for economic data
• Koei Tecmo FY24 Q1 OP -24% YoY
• Capcom FY24 Q1 OP -46% YoY
• Zeon Corp revises up only H1 guidance
• Mitsubishi Motors shares rise on cooperation talk with Nissan and Honda
• Fanuc guidance cautious
• Komatsu Q1 OP nearly 10% above consensus
• JMDC: FY24 Q1 preview
• Eisai’s Leqembi gets the thumbs-down from CHMP
• Sanrio FY24 Q1 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.
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.