Pelham Smithers Associates Ltd - PSA Today Feb 18: Strong Fast Retailing, weak cyclicals / SQEs Nier / Hondas leadership / Nabtesco disappoints – Nikkei -0.19%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
William Nestuk

PSA Today Feb 18: Strong Fast Retailing, weak cyclicals / SQE's Nier / Honda's leadership / Nabtesco disappoints – Nikkei -0.19%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥30,236.09 (-¥56.10 / -0.19%); Topix ¥1,941.91(-¥19.58 / -1.00%); ¥/$105.89
Tags: Fast Retailing (9983 JT), Citizen Watch (7762 JT), Sky Perfect (9412 JT), Sumitomo Chemical (4005 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Tokyo Electron (8035 JT), Advantest (8657 JT), Screen Holdings (7735 JT), Hope Inc (6195 JT), SoftBank Corp (9434 JT), KDDI (9433 JT), NTT (9432 JT), Z Holdings (4689 JT), ZOZO(3092 JT), HPC Systems (6597 JT), PeptiDream (4587 JT), Hatena (3930 JT), Remixpoint (3825 JT), Intertrade (3747 JT), Square Enix (9684 JT), MiHoyo, Konami Holdings (9766 JT), PCF Group (PCF PW), Sony (6758 JT), Honda (7267 JT), General Motors (GM US), CATL (300750 CH), Nabtesco (6268 JT)
Main Points
• Fast Retailing hitting record disguises heavy profit-taking in cyclicals
• NieR Re(in)carnation: Straight in at No.1 in the Download Charts
• Honda’s change to leadership
• Nabtesco FY20 results call disappoints on robot gears

18/02/2021 5 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

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today Feb 18: Strong Fast Retailing, weak cyclicals / SQE's Nier / Honda's leadership / Nabtesco disappoints – Nikkei -0.19%

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

PSA Media & Entertainment: Square Enix (9684 JT) – Back in Play

PSA Today 1 May: Gains as BoJ leaves rates unch, dollar, bonds up / Genki Hoya / ZOZO FY24, FY25 guidance miss / Healthcare round-up / Nxera interest / Insource April KPIs – Nikkei 225 +1.13% | ¥$144.48

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