Pelham Smithers Associates Ltd - PSA Today Aug 1: Advantages/Eisai/KDDi/Mazda/SBI/Apple readthrough/Teijin/Nitto Denko/Chemical whistle-stop/Nabtesco/Start Today - Nikkei +0.9%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Aug 1: Advantages/Eisai/KDDi/Mazda/SBI/Apple readthrough/Teijin/Nitto Denko/Chemical whistle-stop/Nabtesco/Start Today - Nikkei +0.9%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei Â¥22,746.70 (+Â¥192.98/ +0.9%); Topix Â¥1,769.76 (+Â¥16.47/ +0.9%); Â¥/$111.99
Tags: Sony (6758 JP), Nintendo (7974 JP), Murata (6981 JP), Panasonic (6752 JP), Eisai (4523 JP), PTC Therapeutics (PTCT US), KDDi (9433 JP), Mazda (7261 JP), SBI Holdings (8473 JP), Apple (AAPL US), Alps (6770 JP), TDK (6762 JP), Teijin (3401 JP), Nitto Denko (6988 JP), NOK (7240 JP), Nissha (7915 JP), Zeon Corp (4205 JP), JSR (4185 JP), Sumitomo Chemical (4005 JP), Mitsubishi Chemical Holdings (4188 JP), Nabtesco (6268 JP), Start Today (3092 JP)
Main Points at a Glance
â€¢ Nikkei higher on earnings, yen, Wall Street gains
â€¢ Eisai considering conditional approval application for BAN-2401
â€¢ KDDi in 1Q â€œmissâ€
â€¢ Mazdaâ€™s 1Q and rising expenses
â€¢ Fantastic 1Q results from SBI
â€¢ Readthrough from the Apple 3Q
â€¢ Teijin shares up on buyback announcement
â€¢ Nitto Denkoâ€™s strong 1Q
â€¢ Whistle-stop round the chemicals
â€¢ Nabtescoâ€™s 1H write-off
â€¢ Start Todayâ€™s 1Q: promising ZOZO roll-out plans

01/08/2018 6 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

Thao Nguyen

William Nestuk

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PSA Today Aug 1: Advantages/Eisai/KDDi/Mazda/SBI/Apple readthrough/Teijin/Nitto Denko/Chemical whistle-stop/Nabtesco/Start Today - Nikkei +0.9%

PSA Japan Market Strategy: Which Japanese Stock Will be the First to Hit US$1tril Market Cap?

PSA Interactive Media & Services: GA Technologies (3491 JT) – Strong Momentum Should Continue

The PSA Research Round-Up for the Week to 11 July 2025

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