Pelham Smithers Associates Ltd - PSA Today July 28: Internet sell-off / Advantest: 1Q OP ATH / Screens Q1 / Canons Q2 / Nintendo shutting down Mr Mario on mobile / Tepid Q1 for HCM / CyberAgents revises up / Cybozu on track – Nikkei 225 -1.39%

Report

Pelham Smithers Associates Ltd

Alexander Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today July 28: Internet sell-off / Advantest: 1Q OP ATH / Screen's Q1 / Canon's Q2 / Nintendo shutting down Mr Mario on mobile / Tepid Q1 for HCM / CyberAgent's revises up / Cybozu on track – Nikkei 225 -1.39%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen, Lindsay Whipp and Alex Boote
Tags: Mitsubishi Motors (7211 JT), Shimano (7309 JT), Koa Corp (6999 JT), Melco Holdings (6676 JT), Shin-Etsu Chemical (4063 JT), Siltronic (WAF GR), Sumco (3436 JT), SoftBank Group (9984 JT), Alibaba (9988 HK), Z Holdings (4689 JT), M3 Inc (2413 JT), CyberAgent (4751 JT), Advantest (6857 JT), Sony (6758 JT), Nintendo (7974 JT), Nitto Denko (6988 JT), Canon (7751 JT), Screen Holdings (7735 JT), Valve, Hitachi Construction Machinery (6305 JT), Hitachi (6501 JT), Cybozu (4776 JT)
Main Points
• Nikkei slides as internet sell-off spreads to Japan
• Advantest 1Q OP at an all-time high
• Screen 1Q FY21 OP ¥8.7bil
• Canon 2Q FY21 (Dec) OP ¥77.3bil
• Nintendo to shut down its Dr. Mario mobile game
• HCM releases tepid Q1
• CyberAgent: FY21 Q3 earnings beat and FY21 guidance revised upward
• Cybozu FY21 H1 on track to meet full-year forecasts

28/07/2021 6 EN

Provider

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.

See profile

Analysts

Alexander Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today July 28: Internet sell-off / Advantest: 1Q OP ATH / Screen's Q1 / Canon's Q2 / Nintendo shutting down Mr Mario on mobile / Tepid Q1 for HCM / CyberAgent's revises up / Cybozu on track – Nikkei 225 -1.39%

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

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