- Joel Scheiman
- Julie Boote
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 9 Feb: Results driven / Video game round-up / Q3s: TEL, Nissan Chemical, Nissan Motor, Mazda, KHI, Kyoritsu Maintenance, Sysmex / Daifuku perkier – Nikkei 225 +0.09% | ¥$149.34
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Hiroyuki Terada and Nia DokovaTags: SoftBank Group (9984 JT), Nitori (9843 JT), Fujikura (5803 JT), Furukawa Electric (5801 JT), Nexon (3659 JT), Nissan Motor (7201 JT), Nikon (7731 JT), Honda Motor (7267 JT), Subaru (7270 JT), Sega Sammy (6460 JT), Dai-ichi Life (8750 JT), Pasona (2168 JT), Benefit One (2412 JT), M3 Inc (2413 JT), Mitsubishi Gas Chemical (4182 JT), Atlus (pvt), CyberAgent (4751 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Nintendo (7974 JT), Konami (9766 JT), Sony (6758 JT), Warner Bros Discovery (WBD US), Take Two Interactive (TTWO US), Pocket Pair (pvt), GungHo Online Entertainment (3765 JT), Square Enix (9684 JT), Tokyo Electron (8035 JT), Screen (7735 JT), Advantest (6857 JT), Disco (6146 JT), Nissan Chemical (4021 JT), Toyota Motor (7203 JT), Renault (RNO FP), Mazda Motor (7261 JT), Daifuku (6383 JT), Kawasaki Heavy Industries (7012 JT), Mitsubishi Heavy Industries (7011 JT), Sysmex (6869 JT), Eisai (4523 JT), CellaVision (CEVI SS), Hitachi (6501 JT), Kyoritsu Maintenance (9616 JT)
Main Points
• Japan shares broadly lower on heavy results-driven trading
• Video games round-up
• Tokyo Electron FY23 Q3 OP +15% YoY
• Nissan Chemical FY23 Q3 OP exceeds internal guidance
• Nissan Motor FY23 Q3 earnings disappoint, as sales growth slows down and incentives rise
• Mazda keeps guidance unchanged, below consensus
• Daifuku perks up
• KHI Q3 OP Surprises and FY24 Outlook Better
• Sysmex reports FY23 Q3 earnings below consensus
• Kyoritsu Maintenance results and guidance ahead of plan
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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