Pelham Smithers Associates Ltd - PSA Today 4 Nov: Earnings, SOX drive Japan higher / Nintendos 2Q / Toyotas 2Q / Daikins 2Q / Base Incs 3Q / Previewing NTT Datas 2Q – Nikkei 225 +0.93%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 4 Nov: Earnings, SOX drive Japan higher / Nintendo's 2Q / Toyota's 2Q / Daikin's 2Q / Base Inc's 3Q / Previewing NTT Data's 2Q – Nikkei 225 +0.93%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Will Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Japan Airlines (9201 JT), West Japan Railway (9022 JT), Kao Corp (4452 JT), Konica Minolta (4902 JT), Modec (6269 JT), Nichirei (2871 JT), Z Holdings (4689 JT), Keyence (6861 JT), Dexerials (4980 JT), Lasertec (6290 JT), Screen Holdings (7735 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), NYK (9101 JT), Sumco (3436 JT), Fujifilm Holdings (4901 JT), PeptiDream (4587 JT), KH Neochem (4189 JT), Capcom (9697 JT), Sony (6758 JT), Microsoft (MSFT US), Daikin (6367 JT), BASE Inc (4477 JT), Mercari (4385 JT), Z Holdings (4689 JT) NTT Data (6913), Nomura Research Institute (4307 JT), NTT (9432 JT), Google (GOOG US), Amazon (AMZN US)
Main Points
• Earnings, SOX send Japan shares higher
• Nintendo 2Q FY21 OP -32% YoY
• Toyota delivers solid Q2 performance under difficult market conditions
• Daikin Q2 firm with more momentum likely
• BASE Inc’s FY21 Q3 results unexciting
• NTT Data FY21 Q2 preview: every reason to expect another strong quarter

04/11/2021 7 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 4 Nov: Earnings, SOX drive Japan higher / Nintendo's 2Q / Toyota's 2Q / Daikin's 2Q / Base Inc's 3Q / Previewing NTT Data's 2Q – Nikkei 225 +0.93%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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