- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 5: Thru 24k / Thumbs up on aducanumab / Nintendo Q2 OP +120% YoY / NEC vendor win for Docomo's SA 5G / Nikon's Q23 loss / MMC's Q2 loss / Suzuki's Q2 solid / Daikin's ATH / Kakaku's Q2 / Broadleaf struggling – Nikkei +1.73%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥24,105.28 (+¥410.05 / +1.73%); Topix ¥1,649.94 (+¥22.69 / +1.39%); ¥/$104.44
Tags: Eisai (4523 JT), SoftBank Corp (9434 JT), KDDI (9433 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Colopl (3668 JT), Square Enix (9684 JT), Sony (6758 JT), NEC (6701 JT), NTT Docomo (9437 JT), Sharp (6753 JT), Biogen (BIIB US), BioArctic (BIOAB SS), Eli Lilly (LLY US), Nintendo (7974 JT), Koei Tecmo (3635 JT), Nikon (7731 JT), Mitsubishi Motors (7211 JT), Suzuki (7269 JT), Daikin (6367 JT), Kakaku.com (2371 JT), Broadleaf (3673 JT), Freee KK (4478 JT), Cybozu (4776 JT)
Main Points
• Biden hopes, Kuroda reassurance takes Nikkei through 24,000
• FDA paper gives a thumb up to aducanumab
• Nintendo 2Q FY20 OP +120% YoY
• NEC in Docomo SA 5G core vendor win
• Nikon 2Q Loss ¥26.1bil
• Further losses for Mitsubishi Motors in Q2
• Suzuki reports solid Q2 earnings on lower expenses
• Daikin new listing high even before strong after-mkt strong H1
• Kakaku’s FY20 Q2 Results
• Broadleaf struggles with business continuity
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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