Report
Lindsay Whipp ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today Feb 13: Above 21k/ Toshiba / Looking to 4Q GDP / Daikin's Q3 / Rakuten's full year/ FY18 and FY19 Outlook for GMO Internet, Cybozu – Nikkei +1.34%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay Whipp
Nikkei ¥21,144.48 (+¥280.27 / +1.34%); Topix ¥1,589.33 (+¥16.73 / +1.06%); ¥/$110.63
Tags: GMO Internet (9449 JT), GMO Payment (3769 JT), MonotaRO (3064 JT), Kabu.com (8703 JT), KDDi (9433 JT), Hikari Tsushin (9435 JT), Nexon (3659 JT), Toshiba (6502 JT), Daikin (6367 JT), Rakuten (4755 JT), GMO Financial (7177 JT), Cybozu (4776 JT)
Main Points at a Glance
• Tokyo Breaks Up Through 21,000
• Toshiba 3Q – Behind the Numbers
• What to look for in the 4Q GDP numbers
• Daikin Q3 A/C profits fall YoY
• Rakuten’s FY18 results
• GMO Internet misses consensus estimates, raises dividend
• Cybozu’s FY18; FY19 is all about investment in cloud, likely to hit OPM
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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