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

PSA Today July 26: Rate concerns / Friday earnings at MonotaRO, DoCoMo, TEL / Crisis at Nissan / Q1s at Nitto Denko, HCM, NRI - Nikkei -0.45%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Nikkei ¥21,658.15 (-¥98.40 / -0.45%); Topix ¥1,571.52 (-¥6.33 / -0.40%); ¥/$108.64
Tags: M3 (2413 JT), Chugai (4519 JT), Fujitsu (6702 JT), Omron (6645 JT), Nissan (7201 JT), NEC (6701 JT), Keyence (6861 JT), Disco (6146 JT),Tokyo Electron (8035 JT), MonotaRO (3064 JT), DoCoMo (9437 JT) Tokyo Electron (8035 JT), Ford Motor (F US), Nitto Denko (6988 JT), HCM (6305 JT), Komatsu (6301 JT), Nomura Research Institute (4307 JT), Nomura Holdings (8604 JT), Seven & i Holdings (3382 JT), NTT Data (9613 JT), TIS Inc (3626 JT)
Main Points
• Japan lower on interest rate worries
• Friday earnings results
• Crisis at Nissan: Focus on Recovery Plan
• Nitto Denko Q1 OP fell 43.9% YoY
• HCM hit by Q1; Komatsu firm
• NRI’s solid Q1 boosts shares
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

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