- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Feb 5: Weak yen helps / Colopl, SQE and DQW / Subaru Q3 / W-Scope / Minebea Mitsumi's Q3/ Z Holdings' Q3 / NTT Data's problems – Nikkei +1.02%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥23,319.56 (+¥234.97 / +1.02%); Topix ¥1,701.83 (+¥17.59 / +1.04%); ¥/$109.44
Tags: Otsuka Corp (4768 JT), Cybozu (4776 JT), Rohm (6963 JT), Capcom (9697 JT), Takeda (4502 JT), Nippon Shokubai (4114 JT), Ube Industries (4208 JT), DTS Corp (9682 JT), PCA Corp (9629 JT), Konica Minolta (4902 JT), Sony (6758 JT), Murata (6981 JT), TDK (6762 JT), Apple (AAPL US), Sega Sammy (6460 JT), Panasonic (6752 JT), Tesla (TSLA US), Colopl (3668 JT), Square Enix (9684 JT), Mixi Inc (2121 JT), Subaru (7270 JT), W-Scope (6619 JT), Asahi Kasei (3407), LG Chem (051910 KS), Samsung SDI (006400 KS), Minebea-Mitsumi (6479 JT), Z Holdings (4689 JT), ZOZO (3092 JT), Rakuten (4755 JT), LINE (3938 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT), SCSK (9719 JT), Obic (4684 JT)
Main Points
• Weak yen helps Tokyo higher
• Dragon Quest Walk developers Colopl and SQE deliver strong Dec quarter
• Subaru’s FY19 Q3 results hit by warranty expenses
• W-Scope shares rebound after patent infringement story induces share slump
• Minebea-Mitsumi ups Misumi (Switch) OP guidance
• Z Holdings’ FY19 Q3 earnings beat
• Bottom of the class for NTT Data in FY19 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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