- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 5 Nov: Rebound on strong earnings ahead of US vote / Results for Nintendo, Mercari, LY Corp, MHI and Insource – Nikkei 225 +1.11% | ¥$152.27
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Hiroyuki TeradaTags: Sumitomo Electric (5802 JT), Nomura Securities (8604 JT), Yamaha (7951 JT), Murata (6981 JT), TDK (6762 JT), Tosoh (4042 JT), Organo Corp (6368 JT), Sumitomo Bakelite (4203 JT), MHI (7011 JT), Nintendo (7974 JT), Sony (6758 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Toyota Motor (7203 JT), Mercari (4385 JT), Rakuten (4755 JT), LY Corp (4689 JT), Zozo (3092 JT), Kakaku.com (2371 JT), IHI (7013 JT), Insource (6200 JT)
Main Points
Japan shares rebound on strong earnings ahead of US vote
Nintendo FY24 Q2 OP -29% YoY
Mercari FY25 Q1 OP -3% YoY
LY Corp FY24 Q2 OP +16% YoY
MHI’s FY24 Q2 disappoints despite strong BP
Insource FY23 Q4 results and MTP announced
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.