PSA Today Jan 17: Earnings Season Kicks Off / India Autos / Ocean Waste Chemical Companies/ Shiny New IHI Office / Machinery, Amada, Fanuc / Nintendo Switch – Nikkei -0.2%
Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥20,402.27(-¥40.48 / -0.20%); Topix ¥1,543.20 (+¥5.43 / +0.35%); ¥/$108.95
Tags: Bank of America (BAC US), Goldman Sachs (GS US), Nomura Securities (8604 JT), Daiwa Securities (8601 JT), TSMC (2330 TT), Huawei (pvt.), Screen (7735 JT), Advantest (6857 JT), Hitachi (6501 JT), Hogy Medical (3593 JT), Bellsystem24 (6183 JT), Nidec (6594 JT), Tencent (700 HK), Square Enix (9684 JT), Nexon (3659 JT), Capcom (9697 JT), Suzuki (7269 JT), Maruti Suzuki (MSIL IN), Kaneka (4118 JT), Nissha (7915 JT), Procter & Gamble (PG US), Sumitomo Chemical (4005 JT), Mitsubishi Chemical Holdings (4188 JT), Mitsui Chemicals (4183 JT), IHI (7013 JT), MHI (7011 JT), General Electric (GE US), Boeing (BA US), Bombardier (BBD/B CN), Amada (6113 JT), Fanuc (6954 JT), Nintendo (7974 JT), Sony (6758 JT), GungHo Online Entertainment (3765 JT)
Main Points
• Earnings season kicks off
• Mixed outlook for Indian auto sales
• Plastic value chain companies target ocean waste
• IHI up on new aero-engine office
• Amada and Fanuc shine
• Nintendo launches 40 titles on Switch this month
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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