- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 5: Trade talk reality / SoftBank's Q2/ Subaru's Recall Costs / Teijin, MGC and weak Polycarbonate Markets/ Daikin Reports Tomorrow / iStyle's FY19 Q1 / NTT Data Disappoints – Nikkei -1.55%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥21,898.99 (-¥344.67 / -1.55%); Topix ¥1,640.39 (-¥18.37 / -1.11%); ¥/$113.25
Tags: Shiseido (4911 JP), Kao (4452 JP), Apple (AAPL US), Sony (6758 JP), Murata (6981 JP), NTT Data (9613 JP), Subaru (7270 JP), Teijin (3401 JP), Hitachi Chemical (4217 JP), Fast Retailing (9983 JP), SoftBank (9984 JP), Sprint (S US), Yahoo Japan (4689 JP), Nvidia (NVDA US), Alibaba (BABA US), Mitsubishi Gas Chemical (4182 JP), Fiat Chrysler Automobiles (FCAU US), Daikin (6367 JP), Nitto Denko (6988 JP), iStyle (3660 JP)
Main Points at a Glance
• Market lower as trade talk reality hits home
• SoftBank: FY18 2Q OP +78% YoY
• Subaru’s profits hurt by costly recall; is the rise in incentives coming to an end?
• Daikin may still upgrade full-year FY18 despite fluoropolymer tariffs
• Weak polycarbonate markets hit Teijin and Mitsubishi Gas Chemical
• Market punishes NTT Data after lacklustre Q2 results
• iStyle reports FY19 Q1 results
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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