- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 8 Aug: Lower on weak US bond auction / Results comments on Bandai Namco, Nexon, Resonac, Kaneka, Isuzu, Fujikura, Kubota, IIJ, Terumo, Moriya, Amvis and JES – Nikkei 225 +0.74% | ¥$146.25
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Nvidia (NVDA US), Lasertec (6920 JT), Shiseido (4911 JT), Sony (6758 JT), SoftBank Group (9984 JT), Nidec (6594 JT), Super Micro (SMCI US), Toyota Motor (7203 JT), Kobayashi Pharma (4967 JT), Bandai Namco (7832 JT), Nexon (3659 JT), Resonac (4004 JT), Kaneka (4118 JT), Isuzu Motors (7202 JT), Hino Motors (7205 JT), Fujikura (5803 JT), Kubota (6326 JT), Internet Initiative Japan (3774 JT), Terumo (4543 JT), Olympus (7733 JT), Moriya Transportation Engineering and Manufacturing (6226 JT), Amvis Holdings (7071 JT), Japan Elevator Service (6544 JT)
Main Points
• Tokyo shares slide on weak US bond auction
• Bandai Namco FY24 Q1 OP +57%, raises H1 CE
• Nexon FY24 Q2 OP +64% YoY
• Resonac revises up full-year earnings
• Kaneka: strong Q1, guidance unchanged
• Isuzu FY24 Q1 beats estimates on currency, guidance remains unchanged
• Fujikura blow-out Q1
• Kubota strong Q2 offsets weak guidance
• IIJ changes FY24 guidance range to single forecasts ahead of consensus estimates
• Terumo FY24 Q1 OP +51% YoY
• Moriya Transportation E&M FY24 Q1 comes in ahead of plan
• Amvis Holdings FY24 Q3 Impressive
• Japan Elevator Service sees strong Q1 but outlook looks 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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