Report
Pelham Smithers ...
  • William Nestuk

PSA Today May 17: Reported Earnings Performance and Outlook / Cyberdyne Still struggling / Nintendo into eSports / Can SMC Sustain Record OPMs? - Nikkei +0.53%

Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥22,838.37 (+¥121.14 / +0.53%); Topix ¥1,808.37 (+¥8.02/ +0.45); ¥/$110.26
Tags: Sony (6758 JP), Capcom (9697 JP), Remixpoint (3825 JP), GMO Internet (9449 JP), Chugai (4519 JP), Roche (ROG SW), Pfizer (PFE US), Cyberdyne (7779 JP), Daiwa House (1925 JP), Nintendo (7974 JP), Capcom (9697 JP), Bandai Namco (7832 JP), mixi (2121 JP), Konami (9766 JP), SMC (6273 JP)
Main Points at a Glance
• Market reverses yesterday’s losses as micro themes offset macro concerns.
• 4Q FY17 results see OP +15% YoY on 6% YoY increase in revenues.
• Cyberdyne – Still struggling to get sales to accelerate
• Nintendo to showcase Smash Bros tournament at E3
• Can SMC sustain the record OPMs?
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
Pelham Smithers

William Nestuk

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