Pelham Smithers Associates Ltd - PSA Today 6 Aug: Interesting stocks, flat market / Lasertecs Q4 /Jig-Saws Q2 / Nexons future / Daifukus Q1 / MMSs Q1 / DeNAs Q1 / JMDC: on track – Nikkei 225 +0.33%

Report

Pelham Smithers Associates Ltd

Alexander Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 6 Aug: Interesting stocks, flat market / Lasertec's Q4 /Jig-Saw's Q2 / Nexon's future / Daifuku's Q1 / MM&S's Q1 / DeNA's Q1 / JMDC: on track – Nikkei 225 +0.33%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen, Lindsay Whipp and Alex Boote
Tags: NTT Data (9613 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Nintendo (7974 JT), Square Enix (9684 JT), Konami Holdings (9766 JT), Bandai Namco (7832 JT), Nikon (7731 JT), Kobe Steel (5406 JT), Sharp (6753 JT), Lasertec (6920 JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), ASML (ASML NA), Jig-Saw Inc (3914 JT), Nexon (3659 JT), Zoom (AM US), Daifuku (6383 JT) Mitsui Mining & Smelting (5706 JT), DeNA (2432 JT), Cygames, Mobility Technologies, JMDC (4483 JT), Medley Inc (4480 JT), Medical Data Vision (3902 JT)
Main Points
• Topix trades flat but results drive large individual stock moves
• Lasertec FY21 4Q OP +21% YoY
• Jig-Saw Inc’s FY21 2Q OP +30% YoY
• Nexon outlines business strategy and new titles in Seoul showcase
• Daifuku sold down despite best ever Q1 as the results fell short of expectations
• Mitsui Mining and Smelting reports first quarter earnings
• DeNA’s FY21 Q1 results
• JMDC on track to beat its FY21 forecasts

06/08/2021 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

Alexander Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 6 Aug: Interesting stocks, flat market / Lasertec's Q4 /Jig-Saw's Q2 / Nexon's future / Daifuku's Q1 / MM&S's Q1 / DeNA's Q1 / JMDC: on track – Nikkei 225 +0.33%

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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