PSA Today Aug 6: Caught in the crossfire / SQE and Nintendo's Q1: staggeringly good / Toyota: profitable in Q1 / Isuzu's Q1 / Daifuku's weakening Q1 OPM / Mercari's FY20 beat / Nexon's Q2 beat - Nikkei -0.43%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenNikkei ¥22,418.15 (-¥96.70 / -0.43%); Topix ¥1,549.88 (-¥4.83 / -0.31%); ¥/$105.63
Tags: Honda (7267 JT), Toyota Motor (7203 JT), DeNA (2432 JT), Lasertec (6920 JT), Nintendo (7974 JT), Minebea Mitsumi (6479 JT), Square Enix (9684 JT), Capcom (9697 JT), Sony (6758 JT), Colopl (3668 JT), Isuzu (7202 JT), Daifuku (6383 JT), Fast Retailing (9983), Amazon (AMZN US), Mercari (4385 JT), NTT DOCOMO (9437 JT), Shinkin Central Bank (8421 JT), Nexon (3659 JT)
Main Points
• Japan shares get caught in US / China crossfire
• Square Enix FY20 Q1 OP +242% YoY
• Nintendo FY20 Q1 OP +428% YoY
• Toyota stays profitable in FY20 Q1
• Isuzu reports FY20 Q1 OP vs consensus call for an operating loss
• Daifuku FY20 Q1: Record sales but poor OPM
• Mercari’s FY20 earnings beat
• Nexon: FY20 Q2 ahead of estimates
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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