- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today July 25: Liquidity talk helps / Cybozu / Chugai / MMC / Hitachi Chemical / HCM, IHI, Daikin / CyberAgent - Nikkei +0.22%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥21,756.55 (+¥46.98/ +0.22%); Topix ¥1,577.85 (+¥2.76 / +0.18%); ¥/$108.18
Tags: Shin-Etsu (4063 JT), CyberAgent (4751 JT), Nidec (6594 JT),Advantest (6857 JT), Lasertec (6920 JT), LINE (3938 JT), Samsung Electro-Mechanics, (009150 KS),Taiyo Yuden (6976 JT), Murata (6981 JT), Panasonic (6752 JT),Tesla (TSLA US), M3 (2413 JT), Fujitsu (6702 JT), Omron (6645 JT), Shinko Electric (6967), Cybozu (4776 JT), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Shionogi (4507 JT), Mitsubishi Motors (7211 JT), Hitachi Chemical (4217 JT), Hitachi Ltd. (6501 JT), HCM (6305 JT), Komatsu (6301 JT), Caterpillar (CAT US), Deere & Co (DE US), IHI (7013 JT), Honeywell International (HON US), United Technologies (UTX US), Daikin (6367 JT), Fujitsu General (6755 JT), CyberAgent (4751 JT), LINE (3938 JT),Yahoo Japan (4689 JT)
Main Points
• Liquidity increase talk sends equities marginally higher
• Cybozu: June sales up 14% but an operating loss
• Chugai: a fantastic 2Q
• Mitsubishi Motors Q1 results disappoint
• Hitachi Chemical posts a weak Q1
• HCM takes a hit for Q1
• IHI bounce on Aerospace
• Daikin rises on strong Europe sales at Fujitsu General
• CyberAgent’s Q3 results: positive surprise
• LINE shares surge despite wider than expected loss
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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