- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today for May 11: Reactions to Results / Sq Enix / Sega Sammy / NTT / Subaru, Suzuki / Nissha / NOK / Daikin / Nexon – Nikkei +1.16%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥ 22,758.48 (+¥+261.30/ +1.16%); Topix ¥ 1,794.96 (+¥17.34/ +0.98%); ¥/$109.50
Tags: Panasonic (6752 JP), Sony (6758 JP), GMO Internet (9449 JP), Kirin (2503 JP), Taiyo Yuden (6976 JP), Murata (6981 JP), Apple (AAPL US), DeNA (2432 JP), Square Enix (9684 JP), Disney (DIS US), Capcom (9697 JP), Sega Sammy (6460 JP), NTT (9432 JP), KDDi (9433 JP), NTT DoCoMo (9437 JP), BT Group (BT/A LN), Subaru (7270 JP), Suzuki (7269 JP), Nissha (7915 JP), NOK (7240 JP), Daikin (6367 JP), Nexon (3659 JP)
Main Points at a Glance
• Topix higher on good results
• Square Enix forecasts large drop in OP
• Sega Sammy hit by pachislot rule change but eyes recovery
• NTT enjoys strong 4Q OP as depreciation continues to come down.
• Subaru releases downbeat forecast; Note the change in fortunes between Subaru and Suzuki
• Nissha revises down, facing a weak Q2
• Weak FPCs continues to overshadow the impressive seals business for NOK
• China Demand Heating Up for Daikin
• Nexon fell despite Q1 results beating the high end of guidance
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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