- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Nov 6: Battling higher/ Olympus Grim Q2/ Toyota Great Q2/ Nippon Shokubai Lowers Guidance/ Stella Chemifa Strong Q2/ Daikin Mixed / Ichikoh's Q3 Surprisingly Good / IIJ Shares +10% on Improved Q2 – Nikkei +1.14%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥22,147.75 (+¥248.76 / +1.14%); Topix ¥1,659.35 (+¥18.96 / +1.16%); ¥/$113.35
Tags: Apple (AAPL US), Murata (6981 JP), TDK (6762 JP), Nitto Denko (6988 JP), Alps Electric (6770 JP), SanBio (4592 JP), Sumitomo Dainippon (4506 JP), Otsuka Holdings (4578 JP), Toyota (7203 JP), Honda (7267 JP), NEC (6701 JP), Shin-Etsu Chemical (4063 JP), Panasonic (6752 JP), Olympus (7733 JP), Nippon Shokubai (4114 JP), Sumitomo Seika (4008 JP), Stella Chemifa (4109 JP), Daikin (6367 JP), Ichikoh Industries (7244 JP), Internet Initiative Japan (3774 JP), NTT DoCoMo (9437 JP)
Main Points at a Glance
• Tokyo higher, ignoring weakness in Chinese stocks
• Olympus: FY18 2Q OP slumps 42% YoY
• Toyota raises its FY18 forecast on currency, strong core operations
• Shokubai unexpectedly lowers guidance
• Stella Chemifa posts a strong Q2
• Daikin’s FY18CE unchanged despite record Chemicals earnings
• Ichikoh raises guidance on surprisingly good Q3
• IIJ’s Q2 wins over investors
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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