Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 8 Nov: Down on earnings / SoftBank Group's 2Q loss / JSR hikes guidance / Isuzu's Q2 / Daifuku's supply chain issues / wider losses at Istyle / Mixi cuts guidance – Nikkei 225 -0.35%

Japan Market Comment by Pelham Smithers, Joel Scheiman, Will Nestuk, and Thao Nguyen
Tags: Olympus (7733 JT), Kubota (6326 JT), Honda (7267 JT), Nintendo (7974 JT), SoftBank Group (9984 JT), Toyota Motor (7203 JT), Sony (6758 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), TIS (3626 JT), Square Enix (9684 JT), Sega Sammy (6460 JT), Pfizer (PFE US), Shionogi (4507 JT), Chugai Pharmaceutical (4519 JT), Coupang (CPNG US), Amazon (AMSN US), Digital Garage (4819 JT), JSR (4185 JT), Isuzu (7202 JT), Hino Motors (7205 JT), Daifuku (6383 JT), Istyle (3660 JT), ZOZO (3092 JT), Mixi (2121 JT)
Main Points
• Japan shares lose ground amid earnings concerns
• SoftBank Group 2Q Net Loss ¥397bil
• JSR hikes full-year guidance
• Isuzu reports FY21 Q2 results
• Daifuku seeing supply chain issues
• Istyle’s FY22 Q1 widening losses
• Mixi cuts both FY21 sales and OP guidance by ¥10bil
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Pelham Smithers

Thao Nguyen

William Nestuk

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