PSA Today July 27: General earnings optimism / Alps revises up / Ricoh Q1 / MonotaRO Q2 / Komatsu Q1 / CyberAgent Q3 - Nikkei+0.45%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenNikkei ¥22,688.28 (+¥101.41/ +0.45%); Topix ¥1,773.71 (+¥7.93/ +0.45%); ¥/$111.09
Tags: Facebook (FB US), Tokyo Electron (8035 JP), Chugai (4519 JP), Astellas (4503 JP), Canon (7751 JP), Eisai (4523 JP), Alps Electric (6770 JP), Alpine (6816 JP), Apple (AAPL US), Minebea Mitsumi (6479 JP), Ricoh (7752 JP), Canon (7751 JP), MonotaRO (3064 JP), Misumi (9962 JP), Komatsu (6301 JP), HCM (6305 JP), CyberAgent (4751 JP), Nintendo (7974 JP)
Main Points at a Glance
• Nikkei higher on earnings optimism
• Alps revises up
• Ricoh 1Q OP +4%
• MonotaRO delivers solid 2Q numbers
• Komatsu’s FY18 Q1 OP is 28.3% of full-year guidance
• CyberAgent disappoints the market; We remain confident
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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