PSA Today Jan 25: Sell-off / Disco's 3Q / Obic's 3Q / Nidec's share plunge / Demae-can's challenges / TIS considered – Nikkei 225 -1.66%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: Canon (7751 JT), NTT (9432 JT), Astellas (4503 JT), KDDI (9433 JT), M3 Inc (2413 JT), Recruit (6098 JT), Nidec (6594 JT), Tokyo Steel (5423 JT), PCA Corp (9629 JT), Disco (6146 JT), Obic (4684 JT), NEC Corp (6701 JT), Anritsu (6754 JT), Murata (6981 JT), Keyence (6861 JT), Nissan Motor (7201 JT), Demae-can (2484 JT), Menu Inc, Gurunavi (2440 JT), Delivery Hero (DHR GR), Wolt, Didi Chuxing, DoorDash (DASH US), Z Holdings (4689 JT), TIS (3626 JT), Nomura Research Institute (4307 JT)
Main Points
• Tokyo sells off despite Wall St bounce as Fed, Ukraine concerns continue
• Disco 3Q FY21 OP ¥23.3bil (+75% YoY)
• Obic 3Q FY21 OP ¥14.1bil (+14% YoY)
• Nidec shares continue to plunge
• Demae-can hits a new YTD low
• TIS Inc FY21 Q3 preview: is another upward revision in the offing?
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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