PSA Today July 31:Panasonic/Capcom/Sony 1Q beats/Nintendo doubles OP/Murata/Honda: decent Q1 but trouble coming/JSR/Dexerials/ KHI/Aisin, Denso - Nikkei +0.04%
Nikkei ¥22,553.72 (+¥8.88/ +0.0%); Topix ¥1,753.29 (-¥14.86/ -0.8%); ¥/$111.23Tags: TDK (6762 JP), Capcom (9697 JP), Panasonic (6752 JP), Tesla (TSLA US), Sony (6758 JP), Nintendo (7974 JP), Spotify (SPOT US), CyberAgent (4751 JP), Murata Mfg (6981 JP), Skyworks (SWKS US), Broadcom (AVGO US), Honda (7267 JP), JSR (4185 JP), Dexerials (4980 JP), KHI (7012 JP), Aisin (7259 JP), Denso (6902 JP), Changan Auto (000625 CH), Guangzhou Auto (601238 CH), Toyota (7203 JP)
Main Points at a Glance
• Mixed day for equities ahead of big results day
• Panasonic ups LiB capacity at Tesla
• Capcom establishes eSports division
• Sony 1Q smashes forecasts
• Nintendo doubles OP
• Murata 1Q OP up 15%
• Honda: decent Q1 but trouble ahead
• JSR and Dexerials: Q1 comments
• KHI: temporary issues in Q1
• Aisin positive Q1, Denso disappoints
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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