- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 6 Nov: Rebound / Wage Data / Fallen Hero results / Q2s for Bandai Namco, Square Enix, Fujifilm, Suzuki, Nissan, IHI, Recruit, DTS / Q4 Amvis / Daikin NA resurges – Nikkei 225 +1.34% | ¥$153.83
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Thao Nguyen and Hiroyuki TeradaTags: Fujikura (5803 JT), Konica Minolta (4902 JT), Nippon Yusen (9101 JT), Bandai Namco (7832 JT), Biprogy (8056 JT), SoftBank Corp (9434 JT), Seiko Epson (6724 JT), Sanrio (8136 JT), Daikin (6361 JT), Alsok (2331 JT), Disco (6146 JT), Tokyo Ohka Kogyo (4186 JT), Advantest (6857 JT), Kioxia (285A JT), SanDisk (SNDK US), Ebara (6361 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Suzuki Motor (7269 JT), TIS (3626 JT), DTS (9682 JT), Square Enix (9684 JT), Rohm (6963 JT), Casio Computer (6952 JT), Nikon (7731 JT), Fujifilm Holdings (4901 JT), IHI (7013 JT), Nissan Motor (7201 JT), Recruit (6098 JT), ServiceNow (NOW US), Toyo Business Engineering (4838 JT), OpenAI (pvt), TIS (3626 JT), NRI (4307 JT), Amvis (7071 JT)
Main Points
Tokyo shares rebound on overseas market gains, earnings surprises
Japan wage data remains disappointing
Bandai Namco, Square Enix deliver earnings beats
“Fallen Heroes” deliver mixed results
Fujifilm’s Q2 announcement fails to impress
Suzuki FY25 Q2 results miss estimates
Nissan books OP gain in FY25 Q2, but net loss remains high
Daikin regaining N. America market share
IHI Q2 In-Line
Recruit revises upward
DTS meets FY25 Q2 consensus estimates
Amvis: FY26 guidance conservative
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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