Pelham Smithers Associates Ltd - PSA Today Feb 12: Mixed / GMO Internet 4Q / Rakuten, mobile triangulation names / Materials earnings round-up / Toyotas EV plans / Diamond Electrics OPM – Nikkei -0.14%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today Feb 12: Mixed / GMO Internet 4Q / Rakuten, mobile triangulation names / Materials earnings round-up / Toyota's EV plans / Diamond Electric's OPM – Nikkei -0.14%

Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William Nestuk
Nikkei ¥29,520.07 (-¥42.86 / -0.14%); Topix ¥1,933.88 (+¥3.06 / +0.16%); ¥/$104.81
Tags: Tokyo Electron (8035 JT), Advantest (6857 JT), Toyota Motor (7203 JT), KLab (3656 JT), Bandai Namco (7832 JT), Capcom (9697 JT), Nintendo (7974 JT), GameStop (GME US), Sega Sammy (6460 JT), Freee KK (4478 JT), NexTone (7094 JT), Sony (6758 JT), Hipgnosis (SONG LN), Faith Inc (4295 JT), Amuse Inc (4301 JT), Avex (7860 JT), Koei Tecmo (3635 JT), BASE Inc (4477 JT), PKSHA Technology (3993 JT), Heroz Inc (4382 JT), AI Inside (4488 JT), GMO Internet, (9449 JT), GMO Financial Holdings (7177 JT), GMO Payment Gateway (3769 JT), Rakuten (4755 JT), KDDI (9433 JT), SoftBank Group (9984 JT), ZOZO (3092 JT), Z Holdings (4689 JT), SoftBank Corp (9434 JT NEC (6701 JT), Sumitomo Chemical (4005 JT), Sumitomo Dainippon Pharma (4506 JT), Fujifilm Holdings (4901 JT), Japan Tissue Engineering (7774 JT), Teijin (3401 JT), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), GlobalWafers (6488 TT), Siltronic (WAF GR), Toray (3402 JT), Asahi Kasei (3407), Showa Denko (4004 JT), KH Neochem (4189 JT), Subaru (7270 JT), VW (VOW GR), Hyundai Motor (005380 KS), GM (GM US), Tesla (TSLA US), Diamond Electric (6699 JT)
Main Points
• Tokyo closes mixed in typical post-holiday, pre-weekend trading
• GMO Internet 4Q OP flat
• Rakuten reduces quarterly loss as Covid boosts eCommerce
• Materials earnings highlights
• Toyota shares rise on EV plans
• Diamond Electric posts surprise Q3 5.9% OPM

12/02/2021 6 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today Feb 12: Mixed / GMO Internet 4Q / Rakuten, mobile triangulation names / Materials earnings round-up / Toyota's EV plans / Diamond Electric's OPM – Nikkei -0.14%

The PSA Research Round-Up for the Week to 2 May 2025

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

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