- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 7 Aug: Kissing a Topix ATH / Analyst comments on Q1s for Sony, TOY, Subaru, Fujikura, Furukawa Elec, DeNA, JMDC, Moriya, Anicom – Nikkei 225 +0.60% | ¥$147.10
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki TeradaTags: M3 (2413 JT), JMDC (4483 JT), Shiseido (4911 JT), Rakuten Bank (5838 JT), Sysmex (6869 JT), Kurita Water (6370 JT), Gree 3632 JT), Sony (6758 JT), Asahi Group (2502 JT), Toyota Motor (7203 JT), Fujikura (5803 JT), Subaru (7270 JT), Net Protections (7383 JT), Timee (215A JT), SukimaWorks (pvt), Trend Micro (4704 JT), Microsoft (MSFT US), Apple (AAPL US), Huawei (pvt), Xiaomi (1810 HK), GalaxyCore (688728 CH), Universal [UMG NA], Warner Music (WMG US), Corning (GLW US), Furukawa Electric (5801 JT), DeNA (2432 JT), JMDC (4483 JT), Moriya Transportation Engineering and Manufacturing (6226 JT), Japan Elevator Service (6544 JT), Fujitec (6406 JT), Anicom (8715 JT), Japan Elevator Service (6544 JT), Fujitec (6406 JT)
Main Points
Topix hits an all-time high intraday, some sharp reactions to results
Sony FY25 Q1 OP +23% YoY, like-for like +37% YoY
Toyota lowers full-year FY25 guidance on tariffs
Subaru FY25 Q1 results beats market estimates
Stunning Fujikura FY25Q1
Furukawa Electric FY25Q1 OP in-line
DeNA’s FY25 Q1 results, and full-year guidance significantly miss
JMDC FY25 Q1 beats consensus estimates, helped by early recording of sales
Moriya FY25 Q1 ahead of plan driven by repair work, strong order backlog
Anicom FY25 Q1 in line with plan
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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