PSA Today Aug 7: Yo-yoing ahead of long weekend / IIJ FY20 Q1 OP +48% YoY / Daifuku's margin muddle / Mixi revised up / GungHo sees another quarterly decline / TIS's FY20 Q1 decline in line with peers but shares heavily sold down – Nikkei -
Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥22,329.94 (-¥88.21 / -0.39%); Topix ¥1,546.74 (-¥3.14 / -0.20%); ¥/$105.53
Tags: Square Enix (9684 JT), Capcom (9697 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), TIS Inc (3626 JT), Internet Initiative Japan (3774 JT), Otsuka Holdings (4578 JT), NTT DOCOMO (9437 JT), Daifuku (6383 JT), Mixi (2121 JT), GungHo Online Entertainment (3765 JT)
Main Points
• Yo-yo day ahead of long weekend
• IIJ FY20 Q1 OP +48% YoY
• Daifuku FY20 Q1: Margin muddle
• Mixi revises upward
• GungHo: another quarterly earnings decline
• TIS Inc’s FY20 Q1 declines echo that of rivals
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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