Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today Jan 31: Schizo / Hitachi comment / KDDI's record 3Q / MMC's poor Q3 / Denso, Aisin Q3s / Toyota Industries / NRI raises again / PSA's results round-up – Nikkei +0.99%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Nikkei ¥23,205.18 (+¥227.43 / +0.99%); Topix ¥1,684.44 (+¥9.67 / +0.58%); ¥/$109.02
Tags: Fujitsu (6702 JT), Chugai Pharmaceutical (4519 JT), Makita (6586 JT), Anritsu (6754 JT), Alps Alpine (6770 JT), Nintendo (7974 JT), SBI Holdings (8473 JT), Hitachi (6501 JT), Hitachi Construction Machinery (6305 JT), Mitsubishi Heavy Industries (7011 JT), Hitachi High- Technologies (8036 JT), Hitachi Chemical (4217 JT), Canon (7751 JT), Toshiba (6502 JT), NuFlare Technology (6256 JT), Panasonic (6752 JT), KDDI (9433 JT), NTT DoCoMo (9437 JT), Lawson (2651 JT), Mitsubishi Bank (8306 JT), TV Asahi (9409 JT), SoftBank Corp (9434 JT), LINE Corp (3938 JT), ZOZO Inc (3092 JT), Mitsubishi Motors (7211 JT), Nissan (7201 JT), Denso (6902 JT), Aisin Seiki (7259 JT), Toyota Industries (6201 JT), Toyota (7203 JT), Nomura Research Institute (4307 JT), Obic (4684 JT), NTT Data (9613 JT), Japan Post Insurance (7181 JT), Keyence (6861 JT), Nintendo (7974 JT), Toei Animation (4816 JT), Bandai Namco (7832 JT), TDK (6762 JT), Murata (6981 JT)
Main Points
• Schizophrenic end to schizophrenic week
• Hitachi – Mixed results; to offer for High-Tech
• KDDI – Record 3Q OP +13% YoY
• PSA’s results round-up
• Mitsubishi Motors reports Q3 operating loss on weak sales, quality-related costs
• Denso lowers guidance again; Aisin delays expenses to Q4
• Toyota Industries hit by Oct typhoon
• NRI raises FY19 OP forecast yet again
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
Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch