Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today July 30: Unhelpful US/Fujifilm, Xerox/Capcom's record Q1/TDK's strength/Cautious excavator sentiment/GungHo's 16th decline/YJ's Q1 beat - Nikkei -0.74%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,544.84 (¥-167.91/ -0.74%); Topix ¥1,768.15 (-¥7.61/ -0.43%); ¥/$111.05
Tags: Sony (6758 JP), Nintendo (7974 JP), Murata (6981 JP), Ricoh (7752 JP), Alps (6770 JP), Hitachi (6501 JP), Eisai (4523 JP), Sumitomo Dainippon (4506 JP), Richter (RICHT HB), Allergan (AGN US), Mitsubishi UFJ (8306 JP), Sumitomo Mitsui (8316 JP), Mizuho (8411 JP), Hokuhoku Financial (8377 JP), Fujifilm Holdings (4901 JP), Xerox Corp (XRX US), Mylan (MYL US), Capcom (9697 JP), TDK (6762 JP), Alpine (6816 JP), Komatsu (6301 JP), Hitachi Construction Machinery (6305 JP), GungHo Online Entertainment (3765 JP), Yahoo Japan [YJ] (4689 JP), SoftBank Group Corp. (9984 JP), LINE (3938 JP)
Main Points at a Glance
• Intel, Twitter send Japanese stocks lower
• Fujifilm and Xerox still at loggerheads
• Capcom delivers record 1Q
• TDK 1Q FY18 OP +53%
• Cautious excavator sentiment
• GungHo’s 16th quarterly contraction in a row
• Yahoo Japan’s 1Q beat
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

Pelham Smithers

Thao Nguyen

William Nestuk

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