- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Feb 4: Results Comments on Rohm, Panasonic, Capcom, Honda, MMC, Tosoh, Teijin, Konica Minolta, Ube, Mitsubishi Electric, Toyota Gosei, Fujikura / NTT Data Q3 Preview – Nikkei +0.46%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥20,883.77(+¥95.38 / +0.46%); Topix ¥1,581.33 (+¥16.70/ +1.07%); ¥/$109.80
Tags: Nintendo (7974 JT), Sony (6758 JT), Hitachi (6501 JT), GungHo Online (3765 JT), Mixi (2121 JT), Nidec (6594 JT), Rohm (6963 JT), Panasonic (6752 JT), Tesla (TSLA US), Capcom (9697 JT), Honda (7267 JT), Mitsubishi Motors (7211 JT), Tosoh (4042 JT), Teijin (3401 JT), Konica Minolta (4902 JT), Ube Industries (4208 JT), Mitsubishi Electric (6503 JT), Toyoda Gosei (7282 JT), Fujikura (5803 JT), NTT Data (9613 JT)
Main Points at a Glance
• Results dominate proceedings as equities trade higher
• Rohm falls after YoY earnings gain
• Panasonic revises down
• Capcom solid 3Q
• Honda and Mitsubishi Motors fall on Q3 earnings
• Mixed reactions to materials earnings
• Mitsubishi Electric’s Q3 bodes well for the full year, despite a revision down
• Toyoda Gosei picking up steam
• Fujikura cuts FY18 OP guidance
• North America to be key focus for NTT Data’s Q3
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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