PSA Today 6 Nov: Trump, USD sends the N225 up +1,000pts / Is Trump victory good news for Japanese stocks? / Results for Toyota, Honda, Daikin, IHI, JMDC, Sysmex, Omron / Previews for Fujikura, Japan Elevator Service – Nikkei 225 +2.61% | ¥1

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia Dokova
Tags: NTT Data (9613 JT), IHI (7013 JT), MHI (7011 JT), KHI (7012 JT), Japan Steel Works (5632 JT), Ceres (3696 JT), Remixpoint (3825 JT), SBI Holdings (8473 JT), GMO Internet (9449 JT), Monex (8698 JT), Advantest (6857 JT), Fujikura (5803 JT), Softbank Group (9984 JT), Hoya (7741 JT), Nintendo (7974 JT), Mercari (4385 JT), Fujimi Inc (5384 JT), Resonac (4004 JT), Sumitomo Bakelite (4203 JT), Nippon Steel (5401 JT), US Steel (X US), Bandai Namco (7832 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Honda Motor (7267 JT), Daikin (6367 JT), Mitsubishi Electric (6503 JT), SEI (5802 JT), TIS Inc (3626 JT), JMDC (4483 JT), MDV (3902 JT), Sysmex (6869 JT), Omron (6645 JT), Japan Elevator Service (6544 JT)
Main Points
 Nikkei 225 gains +1,000pts as Trump sends dollar higher
 Is a Trump victory good news for Japanese stocks?
 Bandai Namco FY24 Q2 OP +86% YoY
 Toyota’s FY24 Q2 short of estimates, no guidance upgrade
 Honda FY24 Q2 OP below estimates; incentives and currency lower profits
 Daikin FY24 Q2 OP +11% YoY surprise
 IHI limit up on powerful FY24 Q2
 Fujikura releases tomorrow
 JMDC puts in a strong FY24 Q2 performance
 Sysmex reports another impressive quarter, revises up full-year FY24 OP
 Omron misses consensus again
 Japan Elevator Service FY24 Q2 preview