- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Feb 6: Earnings confusions/ Q3s for Toyota, Sumco Minebea Mitsumi, Yahoo Japan, Kakaku, NTT Data / Are we really past peak console gaming? – Nikkei +0.14%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥20,874.06 (+¥29.61 / +0.14%); Topix ¥1,582.13 (-¥0.75 / -0.05%); ¥/$109.76
Tags: Toyota (7203 JT), Kao (4452 JT), Shiseido (4911 JT), Hitachi (6501 JT), Rohm (6963 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Sony (6758 JT), Nintendo (7974 JT), NTT Data (9613 JT), SoftBank Corp (9434 JT), SoftBank Group (9984 JT), Nvidia (NVDA US), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Minebea Mitsumi (6479 JT), Yahoo Japan (4689 JT), Kakaku.com (2371 JT), NTT Data (9613 JT), Grupo Bimbo (BIMBO MM), NTT Group (9432 JT), Yahoo Japan (4689 JT), Microsoft (MSFT US), Take Two (TTWO US), Activision (ATVI US)
Main Points at a Glance
• Mixed market again as earnings confusion continues
• Toyota Q3: Net profit down on equity revaluation, but solid core operations
• Sumco’s earnings are taken in stride
• Minebea Mitsumi cuts FY on weak backlights, motors and smartphones
• Yahoo Japan up on brighter outlook
• Kakaku.com’s earnings beat
• Ho hum Q3 results for NTT Data, lots of work ahead to meet full-year forecasts
• Are We Past Peak Console Gaming?
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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