- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 4 Feb: Bounce on tariff delay / Q3 results for Nintendo, Ibiden, Tokyo Seimitsu, MHI, Mtb Electric, Astellas / Honda considers a Nissan takeover / NTT Data FY24 Q3 preview – Nikkei 225 +0.72% | ¥$155.33
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Nia DokovaTags: Konami (9766 JT), Sumitomo Pharma (4506 JT), Kyocera (6971 JT), Murata (6981 JT), Rohm (6963 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Sony (6758 JT), Nintendo (7974 JT), Sega Sammy (6460 JT), Sumitomo Electric (5802 JT), Furukawa Electric (5801 JT), Socionext (6526 JT), Hitachi (6501 JT), NTT Data (9613 JT), PKSHA (3993 JT), ExaWizards (4259 JT), TIS (3626 JT), Sumitomo Corp (8053 JT), Mitsui & Co (8031 JT), Ibiden (4062 JT), Unimicron (3037 TT), Toppan Holdings (7911 JT), Tokyo Seimitsu (7729 JT), Renault (RNO FP), MHI (7011 JT), Mitsubishi Electric (6503 JT), Astellas (4503 JT)
Main Points
Japan shares rebound as Mexico tariffs delayed, optimism shown on electronics outlook
Nintendo FY24 Q3 OP -32% YoY; revises down full-year guidance
Ibiden FY24 Q3 OP -51% YoY; full-year OP and sales guidance unchanged, NP revised up
Tokyo Seimitsu FY24 Q3 OP +89% YoY; orders at 2-year highs
Honda considers a Nissan takeover
MHI FY24 Q3 OP -16% YoY disappoints
Mitsubishi Electric FY24 Q3 OP +46% YoY; cautious guidance given
NTT Data: FY24 Q3 preview
Astellas books FY24 Q3 operating loss
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.