Report
Lindsay Whipp ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today Jan 30: Bearishness is contagious, too / PSA results roundup / Nintendo's Q3 / Nikkei article hypes up Fanuc / Thoughts on LINE / Cybozu hikes divi - Nikkei -1.72%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay Whipp
Nikkei ¥22,977.75 (-¥401.65 / -1.72%); Topix ¥1,674.77 (-¥25.18 / -1.48%); ¥/$108.90
Tags: NEC (6701 JT), Hitachi (6501 JT), Hitachi High-Technologies (8036 JT), Hitachi Construction Machinery (6305 JT), Canon (7751 JT), CyberAgent (4751 JT), Netflix (NFLX US), SBI Holdings (8473 JT), Sumitomo Mitsui Trust (8309 JT), SBI Sumishin Net Bank (pvt.), Zeon (4205 JT), Alps Alpine (6770 JT), Apple (AAPL US), Murata (6981 JT), Shinko Electric (6967 JT), Fujitsu (6702 JT), Kyocera (6971 JT), KDDI (9433 JT), NTT DOCOMO (9437 JT), Anritsu (6754 JT), Xilinx (XLNX US), Keysight (KEYS US), Konami (9766 JT), Sega Sammy Holdings (6460 JT), Nintendo (7974 JT), Pokémon Corporation (pvt.), Fanuc (6954 JT), LINE Corp (3938 JT), Z Holdings (4689 JT), SoftBank Corp (9434 JT), Naver (035420 KS), Cybozu (4776 JT)
Main Points
• Bearish contagion as virus spreads
• Selected summaries of results
• Nintendo 3Q Not Brilliant but Good
• Fanuc, HCM: Nikkei hype helps and hurts
• LINE shares unmoved despite big earnings miss
• Cybozu announces dividend of ¥11/share for FY20
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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