- Julie Boote
- Lindsay Whipp
- Thao Nguyen
- William Nestuk
PSA Today Feb 1: Earnings Comments on Honda / Dexerials / Hoya / Sumitomo Chemical / Denso / Aisin Seiki / ZOZO / LINE / SCSK and a Preview on TIS – Nikkei +0.07%
Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥20,773.39 (+¥14.90 / +0.07%); Topix ¥1,564.63 (-¥2.86 / -0.18%); ¥/$108.90
Tags: Murata (6981 JT), Taiyo Yuden (6976 JT), Astellas (4503 JT), Nintendo (7974 JT), Ajinomoto (2802 JT), Hodogaya (4112 JT), Megachips (6875 JT), Honda (7267 JT), Nitto Denko (6988 JT), Hitachi Chemical (4217 JT), Dexerials (4980 JT), Hoya Corp (7741 JT), Essilor (EI FP), Luxoticca (LUX IM), Sumitomo Chemical (4005 JT), Sumitomo Dainippon Pharma (4506 JT), Denso (6902 JT), Aisin Seiki (7259 JT), VW (VOW GR), General Motors (GM US), Continental (CON GR)ZOZO (3092 JT), LINE (3938 JT), Rakuten (4755 JT), Yahoo Japan (4689 JT), SCSK (9719 JT), VeriServe (3724 JT), JIEC (4291 JT), TIS (3626 JT), Nomura Research Institute (4307 JT)
Main Points at a Glance
• A weak day but DoD and WoW +0.07%
• Honda Q3: Sharp OP drop on warranties, currency and incentives
• Dexerials: unexpected downward revision
• Hoya shares rise on firm results
• Sumitomo Chemical’s Q3 was a little light
• Denso and Aisin revise down
• ZOZO slashes FY18 guidance
• LINE’s FY18 earnings beat; one-off factors
• Can TIS Q3 earnings outperform?
• SCSK slam-dunks Q3 earnings, raises full-year forecasts
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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