PSA Today July 30: Positive earnings, poor IP data, Kuroda / Sony's Q1 / Fujifilm / CAT
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippNikkei ¥21,709.31 (+¥92.51/ +0.43%); Topix ¥1,575.58 (+¥7.01/ +0.45%); ¥/$108.62
Tags: Hitachi (6501 JT), Screen (7735 JT), NGK Spark (5334 JT), Stanley (6923 JT), Fanuc (6954 JT), JSR (4185 JT), DTS (9682 JT), Canon (7751 JT), MonotaRO (3064 JT), Sony (6758 JT), Fujifilm (4901 JT), KDDi (9433 JT), Shiseido (4911 JT), Nidec (6594 JT), Oriental Land (4661 JT), Keyence (6861 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Daiichi Sankyo (4568 JT), Nitori Holdings (9843 JT), Daikin (6367 JT), Nintendo (7974 JT), Shionogi (4507 JT), Sysmex (6869 JT), Terumo (4543 JT), Kao Corp (4452 JT), SoftBank (9984 JT), Central Japan Railway (9022 JT), Fast Retailing (9983 JT), Murata (6981 JT), NTT (9432 JT), Contemporary Amperex Technology Co (300750 CH), Nissan (7201 JT), Mitsubishi Motors (7211 JT), Tesla (TSLA US),Toyota (7203 JT), Honda (7267 JT), Fanuc (6954 JT), Komatsu (6301 JT), Stanley (6923 JT), Koito (7276 JT), NGK Spark Plug (5334 JT), KHI (7012 JT), IHI (7013 JT), NRI (4307 JT)
Main Points
• Tokyo higher as positive earnings offsets industrial production data
• Worrisome industrial production numbers
• Sony solid 1Q numbers
• Fujifilm in context
• CATL enters Japan’s energy storage market
• Fanuc and Komatsu rise
• Cheer in auto parts: Stanley and NGK
• KHI Q1 weighs on IHI
• NRI’s post-earnings rally continues
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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