PSA Today Feb 4: Semi plays, Covid names sold / Strong Ibiden / Konami profits surge / Strong Nikon / Improved Mazda / Floppy automation – Nikkei -1.06%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥28,341.95 (-¥304.55 / -1.06%); Topix ¥1,865.12 (-¥5.97 / -0.32%); ¥/$105.15
Tags: M3 (2413 JT), Tokyo Electron (8035 JT), ANA (9202 JT), Sony (6758 JT), Hitachi (6501 JT), Nomura Holdings (8604 JT), Kao (4452 JT), Z Holdings (4689 JT), Sysmex Corp (6869 JT), Megachips (6875 JT), Square Enix (9684 JT), Systemsoft (7527 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Intel (INTC US), Konami (9766 JT), Nexon (3659 JT), Electronic Arts (EA US), Nikon (7731 JT), Mazda (7261 JT), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Fanuc (6954 JT), SMC (6273 JT), Daifuku (6383 JT)
Main Points
• Weak day as semis, Covid plays slump
• Ibiden doubles OP, revises up
• Konami sees sixfold increase in OP
• Nikon 3Q OP ¥9.9bil +143%
• Mazda Q3: Improved results and outlook on higher sales
• Automation weak ahead of Daifuku Q3 tomorrow
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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