- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 7 Nov: Gains curbed by weak results / Mobile game sales / IIJ, Eisai, SQE 2Qs / Genki Yamaha Motor / COP and coal / iStyle's good start – Nikkei 225 +1.21%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: Ricoh (7752 JT), Sharp (6753 JT), Sanrio (8136 JT), Teijin (3401 JT), Kawasaki Kisen (9107 JT), JFE (5411 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), M3 Inc (2413 JT), CyberAgent (4751 JT), Mixi (2121 JT), Apple (AAPL US), Murata (6981 JT), Taiyo Yuden (6976 JT), Sumitomo Bakelite (4203 JT), Showa Denko (4004 JT), GrafTech International (EAF US), KH Neochem (4189 JT), Konami (9766 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Internet Initiative Japan (3774 JT), TIS (3626 JT), Nomura Research Institute (4307 JT), Eisai (4523 JT), Merck (MRK US), Gilead (GILD US), Roche (ROG SW), Yamaha Motor (7272 JT), HCM (6305 JT), Komatsu (6301 JT), Istyle (3660 JT), Amazon (AMZN US)
Main Points
• Tokyo follows Wall St higher, but gains limited by weak results
• Mobile game sales fall 13.2% YoY in week to 30 Oct
• IIJ 2Q FY22 OP +24% YoY
• Eisai 2Q FY22 operating loss ¥2.2bil
• Square Enix 2Q OP -2% YoY, NP +104% YoY
• Yamaha Motor raises guidance numbers
• Lacklustre COP 27 in Egypt could boost shares of HCM and Komatsu
• Istyle’s FY23 good start
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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