- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 6 August: Rebound / Wage data / The importance of earnings / Toyota's NA profit decline explained / Results for Suzuki, KHI, MHI, Nissha, Mitsui Chem, Tokyo Ohka Kogyo, Sysmex – Nikkei 225 +10.23% | ¥$145.63
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Nia DokovaTags: Sumitomo Mitsui FG (8316 JT), Mitsubishi UFJ (8306 JT), Kakaku.com (2371 JT), Kawasaki Heavy (7012 JT), Sanrio (8136 JT), Nintendo (7974 JT), Disco (6146 JT), Tokyo Seimitsu (7729 JT), MonotaRO (3064 JT), JVCKenwood (6632 JT), Intel (INTC US), Ricoh (7752 JT), Konica Minolta (4902 JT), Sony (6758 JT), Hitachi (6501 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Tokyo Electron (8035 JT), Screen (7735 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Suzuki Motor (7269 JT, Maruti Suzuki (MSIL IN), MHI (7011 JT), Boeing (BA US), Daikin (6367 JT), Nissha (7915 JT), Mitsui Chemicals (4183 JT), Sysmex (6869JT), QIAGEN (QGEN US)
Main Points
• Tokyo shares rebound as Wall Street calms worries
• Japan pay rises +4.5% in June on strong bonuses
• Why earnings are set to matter more
• Toyota explains FY24 Q1 NA profit decline, one-time accounting adjustments
• Suzuki FY24 Q1 results beat consensus estimates, no guidance upgrade
• KHI disappoints in Power Sports
• MHI Q1 strong positive surprise
• Daikin disappoints
• Chemical earnings announcements are varied
• Sysmex beats consensus, reporting best Q1 yet
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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