- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 7 Aug: Monday's losses reversed / Results for Sony, Lasertec, Fujifilm, Olympus, Honda, Mazda, Daikin, NTT Data, Base Inc / Sumi Chem lowers exposure to Petro Rabigh / KHI rebounds – Nikkei 225 +1.19% | ¥$146.64
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Nia DokovaTags: Kawasaki Heavy (7011 JT), NTT Data (9613 JT), Daikin (6367 JT), Canon (7751 JT), Disco (6146 JT), Sony (6758 JT), Bandai Namco (7832 JT), Mazda (7261 JT), Sega Sammy (6460 JT), Internet Initiative Japan (3774 JT), Lasertec (6920 JT), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Co (PETROR AB), Sumitomo Pharma (4506 JT), Fujifilm Holdings (4901 JT), Olympus (7733 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), NTT (9432 JT), BASE Inc (4477 JT)
Main Points
• Monday’s losses reversed
• Sony FY24 Q1 OP +10% YoY, revises up
• Lasertec FY24 Q4 OP -33% YoY but beats expectations
• Sumitomo Chemical lower exposure to Petro Rabigh
• Fujifilm hikes guidance despite one-time costs
• Olympus FY24 Q1 net sales beat consensus
• Honda FY24 Q1 results above estimates, keeps guidance
• Mazda post FY24 Q1 earnings below consensus estimates
• KHI rebounds on one-off hopes
• Daikin disappoints as we expected
• NTT Data FY24 Q1 OP significantly wide of consensus estimates while sales beat
• BASE Inc raises forecast again
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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