PSA Today Nov 6: Mixed market / SoftBank Group's 2Q operating loss / Subaru and quality / Daikin's H1 – Nikkei +0.22%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥23,303.82 (+¥51.83 / +0.22%); Topix ¥1,694.45 (+¥0.29/ +0.02%); ¥/$108.98
Tags: Sharp (6753 JT), Fujifilm Holdings (4901 JT), Fuji Xerox (pvt.), Colopl (3668 JT), Square Enix (9684 JT), SoftBank Group (9984 JT), WeWorks (pvt.), Uber (UBER US), Slack (WORK US), BlackRock (BLK US), Vanguard (pvt.), T-Mobile (TMUS US), Sprint (S US), SoftBank Corp (9434 JT), Subaru (7270 JT), Daikin (6367 JT), Mitsubishi Electric (6503 JT), Fujitsu General (6755 JT)
Main Points
• Risk-on again to the fore in mixed market
• SoftBank Group ¥704bil operating loss
• Subaru Q2 results hurt by quality issues
• Daikin H1 OP (+7.8% YoY) above plan
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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