- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 8 Feb: Soaring / Nexon Q4 / Softbank Q3 / Fujifilm / Nikon / Honda guidance / Subaru Q3 / Fujikura upgrade / KHI preview / NTT Data / BASE / Small cap results: JES, Amvis, Treasure Factory – Nikkei 225 +2.06% | ¥$148.63
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: SoftBank Group (9984 JT), Fast Retailing (9983 JT), Arm Holdings (ARM US), Kyowa Kirin (4151 JT), TSMC (2330 TT), Advantest (6857 JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Chugai Pharmaceutical (4519 JT), Daiichi Sankyo (4568 JT), Shimizu Construction (1803 JT), Taisei Corp (1801 JT), DeNA (2432 JT), Colopl (3668 JT), Gree (3632 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Suzuki Motor (7269 JT), Nexon (3659 JT), Tencent (700 HK), SoftBank Group (9984 JT), Arm (ARM US), T-Mobile US (TMUS US), Renaissance IPO ETF (IPO US), Fujifilm Holdings (4901 JT), Novavax (NVAX US), Nikon (7731 JT), ASML (ASML NA), Honda Motor (7267 JT), Fujikura (5803 JT), KHI (7012 JT), Boeing (BA US), NTT Data (9613 JT), NTT Corp (9432 JT), Nomura Research Institute (4307 JT), Accenture (ACN US), BASE Inc (4477 JT), Japan Elevator Service (6544 JT), Eledoc Okinawa, Amvis Holdings (7071 JT),Treasure Factory (3093 JT)
Main Points
• Nikkei 225 soars on SoftBank news, Kyowa Kirin results
• Nexon FY23 Q4 OP -59% YoY, issues weak guidance
• SoftBank FY23 Q3 OP ¥588bil vs -¥320bil operating loss in FY22 Q3
• Fujifilm expresses confidence in FY guidance
• Nikon reports FY23 Q3 results
• Honda raises FY23 guidance
• Subaru’s FY23 Q3 results beat consensus estimates
• Fujikura upgrades mainly on smartphone FPCs
• KHI FY23 preview: positive, we expect
• NTT Data rises even after FY23 Q3 narrowly misses consensus estimates
• Base Inc FY23 beats own forecasts and market expectations
• JES reports FY23 Q3 results, maintains FY guidance
• Amvis Holdings: FY24 Q1 results ahead of plan
• KPIs at Treasure Factory ahead of guidance
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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