Pelham Smithers Associates Ltd - PSA Today Nov 10: Week ends with pull-back/Subaru expands recall/Bridgestone lowers forecast/Sekisui Chems housing decline/Bullish Sumco/Kaneka cuts/SMM/Machinery/DeNA - Nikkei -0.82%

Report

Pelham Smithers Associates Ltd

Julie Boote

PSA Today Nov 10: Week ends with pull-back/Subaru expands recall/Bridgestone lowers forecast/Sekisui Chem's housing decline/Bullish Sumco/Kaneka cuts/SMM/Machinery/DeNA - Nikkei -0.82%

PSA Today Nov 10: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,681.42 (¥-187.29 / -0.82%); Topix ¥1,800.44 (-¥12.67 / -0.70%); ¥/$113.50
Tags: Fanuc (6954), Tokyo Electron (8035), Shin-Etsu Chemical (4063), Sony (6758), Cosmo Energy (5021), Shiseido (4911), Sumco (3436), Bridgestone (5108) , DeNA (2432), Toshiba (6502), GMO Payment Gateway (3769),GMO Internet (9449), Subaru (7270), Sekisui Chemical (4204), Siltronic (WAF GY), GlobalWafers (6488 TT), Ferrotec (6890), Kaneka (4118), Shenzhou Biology and Technology Co Ltd., Sumitomo Metal Mining (5713), Tesla (TSLA US), Yaskawa (6506), DMG Mori (6141), Nidec (6594), NOK (7240), DeNA (2432), Nintendo (7974)
• A pull-back to end the week
• Subaru expands recall
• Bridgestone lowers FY17 forecast on weaker sales, prices
• Sekisui Chemical’s October Housing Orders Decline in Value
• Sumco: Bullish as Ever
• Kaneka Confirms Our Pessimism and Cuts FY17 Guidance
• Sumitomo Metal Mining: Non-ferrous Performing Well, While Battery Materials Slow
• Most machinery stocks correct but there are three big winners: Yaskawa, DMG Mori, and Nidec
• DeNA’s conservative guidance seems to be downplaying a slowly emerging recovery

10/11/2017 6 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

Julie Boote

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PSA Today Nov 10: Week ends with pull-back/Subaru expands recall/Bridgestone lowers forecast/Sekisui Chem's housing decline/Bullish Sumco/Kaneka cuts/SMM/Machinery/DeNA - Nikkei -0.82%

The PSA Research Round-Up for Week to 13 February 2026

PSA Autos / New Mobility: Nissan’s (7201 JT) Art of Accounting

PSA Today 13 Feb: Sell-off on AI fears / Results for Resonac, Daifuku, Nabtesco, ExaWizards, PKSHA, Intermestic, Novarese, Lilycolor, Net Protections / Updates on discussions with Koshidaka, Moriya – Nikkei 225 -1.21% | ¥$153.22

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