- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Feb 7: More Earnings / Subaru +ve/ Nikon Woes / Mtb Chem and MMA / Less Risk for IHI / IIJ Beat at Q3 – Nikkei - 0.59%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, and Lindsay WhippNikkei ¥20,751.28 (-¥122.78 / -0.59%); Topix ¥1,569.03 (-¥13.10/ -0.83%); ¥/$109.94
Tags: Asahi Kasei (3407 JT), Sega Sammy (6460 JT), Square Enix (9684 JT), Take-Two Interactive (TTWO US), Electronic Arts (EA US), Bandai Namco (7832 JT), SoftBank Group (9984 JT), Nvidia (NVDA US), SoftBank Corp (9434 JT), KDDi (9433 JT), Docomo (9437 JT), Toyota (7203 JT), Subaru (7270 JT), Nikon (7731 JT), ASML (ASML NA), Canon (7751 JT), Sony (6758 JT), Mitsubishi Chemical Holdings (4188 JT), Taiyo Nippon Sanso (4091 JT), Mitsubishi Tanabe Pharma (4508 JT), IHI (7013 JT), Internet Initiative Japan (3774 JT)
Main Points at a Glance
• Japan continues to react to earnings
• Subaru: Positive US volume and incentives development in Q3
• Not a pretty picture ahead for Nikon
• Mitsubishi Chemical hit by falling MMA markets
• IHI edges up guidance with less risk for FY19
• Internet Initiative Japan beats Q3 OP forecasts
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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