Pelham Smithers Associates Ltd - PSA Today Nov 1: Telco horror / KDDi / Sega Sammy Suzuki/ Suzuki / TDK / KH Neochem/ Central Glass/ WLTP delays/ IHI/ Nabtesco/ ZOZO/ Yahoo Japan/- Nikkei -1.06%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Nov 1: Telco horror / KDDi / Sega Sammy Suzuki/ Suzuki / TDK / KH Neochem/ Central Glass/ WLTP delays/ IHI/ Nabtesco/ ZOZO/ Yahoo Japan/- Nikkei -1.06%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei Â¥21,687.65 (-Â¥232.81 / -1.06%); Topix Â¥1,632.05 (-Â¥14.07 / -0.85%); Â¥/$112.91
Tags: DoCoMo (9437 JP), SoftBank (9984 JP), KDDi (9433 JP), NTT (9432 JP), Rakuten (4755 JP), Murata (6971 JP), TDK (6762 JP), Nitto Denko (6988 JP) Tokyo Electron (8035 JP), Panasonic (6752 JP), Tesla (TSLA US), Sega Sammy (6460 JP), Suzuki (7269 JP), Maruti Suzuki (MSIL IN), KH Neochem (4189 JP), Renesas (6723 JP), Central Glass (4044 JP), AGC (5201 JP), NGK Spark Plug (5334 JP), IHI (7013 JP), Nabtesco (6268 JP), ZOZO (3092 JP),Yahoo Japan (4689 JP), LINE (3938 JP)
Main Points at a Glance
â€¢ Telco horror sends market lower
â€¢ KDDi 2Q OP +5%
â€¢ Sega Sammy 2Q OP -8%
â€¢ Suzuki: Q2 results down on weaker India operations
â€¢ TDK reacts positively to its large upward revision
â€¢ KH Neochem exits Taiwan project
â€¢ Central Glass posts strong H1
â€¢ WLTP delays new model intros
â€¢ IHI flying high
â€¢ Nabtesco looking to 2019 recovery
â€¢ ZOZO gets a dressing down as results fall short of expectations
â€¢ Yahoo Japan Q2 hurt by high investment costs

01/11/2018 7 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Nov 1: Telco horror / KDDi / Sega Sammy Suzuki/ Suzuki / TDK / KH Neochem/ Central Glass/ WLTP delays/ IHI/ Nabtesco/ ZOZO/ Yahoo Japan/- Nikkei -1.06%

PSA Japan Market Strategy: Which Japanese Stock Will be the First to Hit US$1tril Market Cap?

PSA Interactive Media & Services: GA Technologies (3491 JT) – Strong Momentum Should Continue

The PSA Research Round-Up for the Week to 11 July 2025

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