- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today July 29: Major earnings day: Murata, Capcom, Shinko Electric, Anritsu, Alps Alpine, Panasonic, Hino, Fanuc, NRI / Mercari's Mercari Shops – Nikkei 225 %
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Oriental Land (4661 JT), ANA Holdings (9202 JT), Central Japan Railway (9022 JT), CyberAgent Inc (4751 JT), M3 (2413 JT), Canon (7751 JT), Nissan Motor (7201 JT), Advantest (6857 JT), Dainippon Screen (7735 JT), Mazda Motor (7261 JT), Hino Motors (7205 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), Sumco (3436 JT),TDK (6762 JT), Hitachi Construction Machinery (6305 JT), SoftBank Group (9984 JT), Uber (UBER US), Didi (DIDI US), Sony (6758 JT), Murata Mfg (6981 JT), Capcom (9697 JT), Koei Tecmo, (3635 JT), Square Enix (9684 JT), Shinko Electric (6967 JT), Anritsu (6754 JT), Keysight (KEYS US), Alps Alpine (6770 JT), Apple (AAPL US), Minebea Mitsumi (6479 JT), Panasonic (6752 JT), Tesla (TSLA US), Isuzu Motors (7202 JT), Daimler (DAI GR), Fanuc (6954 JT), Mercari (4385 JT), BASE Inc (4477 JT), Stores.JP, GMO Pepabo (3633 JT), Shopify Japan, Nomura Research Institute (4307 JT)
Main Points
• A major day for earnings
• Murata 1Q FY21 OP +105%
• Capcom 1Q FY21 OP +120%
• Shinko Electric 1Q OP +272%
• Anritsu 1Q OP -40%
• Alps Alpine 1Q FY21 OP misses expectations
• Panasonic 1Q FY21 OP Up 27 times
• Hino reports strong FY21 Q1 results – but guidance unchanged
• Fanuc Surprises with FY21 OP guidance raised 31%
• Mercari launches Mercari Shops
• NRI smashes through FY21 Q1 market estimates
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.