PSA Today Aug 2: Worries/Sega in the black/Panasonic conundrum/Konica Minolta's 1Q OP surge/ NOK: weak FPC - Nikkei -1.0%
pelhamsmithers.associatesJapan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥22,512.53 (-¥234.17/ -1.0%); Topix ¥1,752.09 (-¥17.67/ -1.0%); ¥/$111.57
Tags: Nippon Steel (5401 JP), KDDi (9433 JP), NOK (7240 JP), Keyence (6861 JP), Fujifilm Holdings (4901 JP), Asahi Kasei (3407 JP), Panasonic (6752 JP), Tesla (TSLA US), Daiichi Sankyo (4568 JP), Sega Sammy (6460 JP), Universal Entertainment (6425 JP), SoftBank (9984 JP), Alibaba (BABA US), Rohm (6963 JP), Hitachi Chemical (4217 JP), Konica Minolta (4902 JP), Zeon Corp (4205 JP), Nitto Denko (6988 JP)
Main Points at a Glance
• Topix slides as usual worries return
• Sega 1Q in the black
• The Panasonic conundrum
• Konica Minolta’s 1Q OP surge
• NOK’s continuing weak FPC earnings
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.