PSA Today Aug 11: Above 28,000 again / Nexon's 2Q / Dentsu's 2Q, and the power of Merkle / SMC: Q1, and disclosure – Nikkei 225 +0.65%
Japan Market Comment by Pelham Smithers and William NestukTags: Toho Zinc (5707 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Kawasaki Kisen (9107 JT), Kobe Steel (5406 JT), Internet Initiative Japan (3774 JT), Ulvac (6728 JT), Lasertec (6920 JT), Nexon (3659 JT), Kadokawa Corp (9468 JT), Tencent (700 HK), Disney (DIS US), Activision (ATVI US), Square Enix (9684 JT), Dentsu (4324 JT), Hitachi (6501 JT), SMC (6273 JT)
Main Points
· Nikkei closes above 28,000 with deep cyclicals to the fore
· Nexon 2Q FY21 -42% YoY
· Dentsu sees 2Q OP surge
· Strong Q1 FY21 from SMC spoiled by less disclosure
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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