Pelham Smithers Associates Ltd - PSA Today Jan 28: Gamestop, Canon, Advantest, Hoya, Anritsu, NRI, NTT Data – Nikkei -1.53%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today Jan 28: Gamestop, Canon, Advantest, Hoya, Anritsu, NRI, NTT Data – Nikkei -1.53%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, and Lindsay Whipp
Nikkei ¥28,197.42 (-¥437.79 / -1.53%); Topix ¥1,838.85 (-¥21.22 / -1.14%); ¥/$104.30
Tags: Gamestop (GME US), Pigeon (7956 JT), Rakuten (4755 JT), Konica Minolta (4902 JT), Mitsubishi Motors (7211 JT), CyberAgent (4751 JT), Fanuc (6954 JT), Enplas (6961 JT), Japan Aviation Electronics (6807 JT), NRI (4307 JT), Omron (6645 JT), Showa Denko (4004 JT), NOK (7240 JT), Canon (7751 JT), Fujifilm (4901 JT), Nikon (7731 JT), Advantest (6857 JT), Antritsu (6754 JT), Hoya (7741 JT), Intel (INTC US), TSMC (2330 TT), NRI (4307 JT), NTT Data (9613 JT), NTT Corp (9432 JT), Snowflake (SNOW US)
Main Points
• Japan equities slide amid vaccine worries, but Gamestop effect seen
• Canon 4Q OP +45% YoY
• Advantest: 3Q OP just +7% YoY but orders surge
• Hoya shares slide despite record profits
• Anritsu 3Q OP -10% YoY
• NRI raises FY20 forecast, hikes dividend
• NTT Data: FY20 Q3 preview

28/01/2021 6 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today Jan 28: Gamestop, Canon, Advantest, Hoya, Anritsu, NRI, NTT Data – Nikkei -1.53%

PSA Today 7 July: Tariff dread overhangs market / May wage data / Sony Pictures update / Nissan debt / Yaskawa plunges – Nikkei 225 -0.56% | ¥$145.10

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

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