- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Aug 7: Results, China help / 20-yr high cash earnings / SQE, Bandai Q1s / Autos: OEM Q1s / Toray, Nabtesco, IHI disappoint / Daikin hot / Rakuten surges- Nikkei +0.69%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22,662.74 (+¥155.42 / +0.69%); Topix ¥1,746.05 (+¥13.15 / +0.76%); ¥/$111.32
Tags: Rakuten (4755 JP), SoftBank (9984 JP), Suzuki Motor (7269 JP), Sony (6758 JP), Hitachi (6501 JP), Square Enix (9684 JP), NetEase (NTES US), Bandai Namco (7832 JP), Capcom (9697 JP), CyberAgent (4751 JP), Toyota (7203 JP), Honda (7267 JP), Mitsubishi Motors (7211 JP), Nissan (7201 JP), Subaru (7270 JP), Mazda (7261 JP), Toray (3402 JP), TenCate Advanced Composites, Nabtesco (6268 JP), Ovalo, Daikin (6367 JP), Goodman, IHI (7013 JP), Lyft, Asahi Fire & Marine Insurance Co., Ltd. (priv.), Reliance Jio Infocomm Limited, Rakuten (4755 JP), Lyft, Asahi Fire & Marine Insurance Co., Ltd, Reliance Jio Infocomm Limited
Main Points at a Glance
• Topix gains on results, China,
• Cash earnings register 20yr record rise
• Square Enix disappointing 1Q
• Bandai Namco 1Q +14%
• OEMs FY18 Q1 results: Strong positioning in Asia supports profit growth
• Toray not turning the cornet yet
• Nabtesco disappoints again
• Daikin posts hot Q1
• IHI disappoints in FY18 Q1
• Rakuten surges on earnings surprise
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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