PSA Today May 13 : Earnings forecasts a worry / SQE forecasts 15% drop in OP / Is NEC an exception? / No Suzuki guidance / PKSHA's M&A – Nikkei -2.49%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥27,448.01 (-¥699.50 / -2.49%); Topix ¥1,849.04 (-¥28.91 / -1.54%); ¥/$109.51
Tags: Ube Industries (4208 JT), NEC (6701 JT), Nissan Motor (7201 JT), Nexon (3659 JT), SoftBank Group (9984 JT), Mazda (7261 JT), NTT (9432 JT), Sony (6758 JT), Murata (6981 JT), Z Holdings (4689 JT), Square Enix (9684 JT), Suzuki (7269 JT), Maruti Suzuki (MSIL IN), PKSHA Technology (3993 JT), OKWave (3808 JT), UiPath (PATH US), Automation Anywhere, RPA Holdings (6572 JT)
Main Points
• Earnings forecasts a worry
• Square Enix forecasts 15% drop in profits
• NEC – should an exception be made?
• Suzuki produces strong Q4 results, but no guidance
• PKSHA goes on another shopping spree
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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