Pelham Smithers Associates Ltd - PSA Today 9 Feb: Gains on good earnings / SoftBank solves some problems / Growth focus at Asahi Kasei / Fujifilms 3Q / Renesas 4Q / Colopls 1Q / Considering Nissan / Toyota and Hondas 3Q – Nikkei 225 +1.08%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today 9 Feb: Gains on good earnings / SoftBank solves some problems / Growth focus at Asahi Kasei / Fujifilm's 3Q / Renesas' 4Q / Colopl's 1Q / Considering Nissan / Toyota and Honda's 3Q – Nikkei 225 +1.08%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Tags: SoftBank Group (9984 JT), Olympus (7733 JT), M3 Inc (2413 JT), KDDI (9433 JT), Astellas (4503 JT), Shimano (7309 JT), Nissan Motor (7201 JT), Nexon (3659 JT), Alibaba (BABA US), Ant Financial, Advanced Micro Devices (AMD US), Xilinx (XLNX US), Renesas (6723 JT), Apple (AAPL US), Colopl (3668 JT), CyberAgent (4751 JT), Capcom (9697 JT), Marvelous (7844 JT), KLab (3656 JT), Akatsuki (3932 JT), GungHo Online Entertainment (3765 JT), Gravity (GRVY US), Asahi Kasei (3407 JT), Toyota Motor (7203 JT), Honda (7267 JT)
Main Points
• Tokyo rebounds on Nasdaq gains, positive earnings
• SoftBank solves some problems
• Renesas 4Q FY21 OP +4x YoY
• Colopl 1Q FY22 OP -45% YoY
• Asahi Kasei focuses its call on growth businesses
• Fujifilm reports a solid FY21 Q3
• Nissan: Improved operations, but uncertain market outlook
• Toyota FY21 Q3 profits fall, but OP forecast remains unchanged
• Honda

09/02/2022 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

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PSA Today 9 Feb: Gains on good earnings / SoftBank solves some problems / Growth focus at Asahi Kasei / Fujifilm's 3Q / Renesas' 4Q / Colopl's 1Q / Considering Nissan / Toyota and Honda's 3Q – Nikkei 225 +1.08%

PSA Autos /New Mobility: The Case for Honda (7267 JT) over Toyota (7203 JT)

PSA Today 1 July: Tariff worries / Capcom's rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

PSA Japan Stock Market Strategy for 2025 Q3

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