PSA Today 29 Oct: Nikkei surge / Considering Advantest, Teradyne / PSA analyst comments on Q2s for Capcom, NEC, Disco, Tokuyama, Keyence, Komatsu, Obic, OBC – Nikkei 225 +2.17% | ¥$152.27
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: Advantest (6857 JT), Teradyne (TER US), Microsoft (MSFT US) OpenAI (pvt), Hitachi (6501 JT), Fujikura (5803 JT), SoftBank Group (9984 JT), Kinden (1944 JT), Kandenko (1942 JT), Obic (4684 JT), Obic Business Consultants (4733 JT), PCA Corp (9629 JT), Ines Corp (9742 JT), Shift (3697 JT), BayCurrent (6532 JT), PKSHA (3993 JT), ExaWizards (4259 JT), Komatsu (6301 JT), Shimano (7309 JT), Nidec (6594 JT), Asteria (3853 JT), Daiichi Kigenso Kakaku-Kogyo (4082 JT), Toyo Engineering (6330 JT), Capcom (9697 JT), Netflix (NFLX US), NEC Corp (6701 JT), CSG Systems (CSGS US), Cox (pvt), Charter (pvt), Comcast (CMSCA US), Disco (6146 JT), Tokuyama Corp (4043 JT), Keyence (6869 JT), JSR (unlisted), Money Forward [MF] (3994 JT)
Key Data
Main Points
Nikkei 225 surges in two-directional market
Advantest update following Teradyne results / guidance
Capcom FY25 Q2 OP +88% YoY, ahead of expectations
NEC FY25 Q2 OP +107% YoY, beats consensus, to buy CSG Systems
Disco FY25 Q2 OP +4% YoY in line with consensus, guidance weak
Tokuyama shares rise on a strong H1 result
Keyence raises dividend by 57%
Komatsu guides for a weak H2
Obic FY25 Q2 results meet consensus estimates
OBC FY25 H1 results narrowly beat company interim forecasts
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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