- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Feb 5: PSA electronics strategy / NEC, 5G play?/ Q3 results for Sega Sammy, SQE / Suzuki's Q3 hit by FX, expenses / Tesla and supercapacitors / GungHo Q4 +ve surprise/ GREE grim / Strong TIS has legal road bump – Nikkei -0.19%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥20,844.45 (-¥39.32 / -0.19%); Topix ¥1,582.88 (+¥1.55 / +0.10%); ¥/$109.82
Tags: Fast Retailing (9983 JT), Rohm (6963 JT), Square Enix (9684 JT), Kao (4452 JT), Nissin Foods (2897 JT), Ibiden (4062 JT), Nippon Chemi-con (6997 JT), Panasonic (6752 JT), Nintendo (7974 JT), Sony (6758 JT), Hitachi (6501 JT), Samsung (005930 KS), LG Electronics (066570 KS), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Nidec (6594 JT), Alps Alpine (6770 JT), Mitsubishi Electric (6503 JT), Yaskawa (6506 JT), NEC (6701 JT), Kyocera (6971 JT), Canon (7751 JT), Ricoh (7752 JT), InterAction (7725 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Huawei (priv.), NTT DoCoMo (9437 JT), SoftBank (9434 JT), Samsung (005930 KS), Sega Sammy (6460 JT), Capcom (9697 JT), Suzuki (7269 JT), Tesla (TSLA US), Maxwell Technologies (MXWL US), GungHo Online Entertainment (3765 JT), GREE (3632 JT), TIS (3626 JT), SCSK (9719 JT), Mitsubishi Shokuhin (7451 JT), Nomura Research Institute (4307 JT)
Main Points at a Glance
• Mixed market as results continue to be debated
• Electronics sector strategy following sentiment improvement
• Is NEC really a 5G play?
• Sega Sammy revises down
• Square Enix leaves forecasts unchanged
• Suzuki Q3 results hurt by expenses, forex
• Tesla places a bet on supercapacitors
• GungHo: FY18 Q4 was a positive surprise
• GREE: disappointing Q2 results and Q3 guidance
• TIS cruises past Q3 estimates; announced litigation proceedings over ¥12.7bil client compensation claim
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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