Pelham Smithers Associates Ltd - PSA Today Oct 24: Canons strong 3Q/Thoughts on Nidecs 2Q/Suzuki in India/Heads up on Sumitomo Chemical/Yaskawa H1/ National Congress and Chinas production/DeNA share surge - Nikkei +0.50%

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Pelham Smithers Associates Ltd

Pelham Smithers

PSA Today Oct 24: Canon's strong 3Q/Thoughts on Nidec's 2Q/Suzuki in India/Heads up on Sumitomo Chemical/Yaskawa H1/ National Congress and China's production/DeNA share surge - Nikkei +0.50%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥21,805.17 (+¥108.52 / +0.50%); Topix ¥1,756.92 (+¥11.67 / +0.67%); ¥/$113.52
Tags: Canon (7751), Nidec (6594), Suzuki (7269), Toyota (7203), Sumitomo Chemical (4005), Yaskawa (6506), Nabtesco (6268), DMG Mori (6141), Fanuc (6594), Omron (6645), Stanley Electric (6923), Koito (7276), DeNA (2432), Nintendo (7974)

Nikkei continues its rally despite Wall St weakness
Canon reports strong 3Q, revises up
Nidec delivers an acceptable 2Q but not brilliant, revises up
Suzuki following customers, not regulators in India
Heads up: Sumitomo Chemical revises up H1 RP by 53%
The aftermath of Yaskawa’s small H1 miss
The National Congress is likely to have distorted China’s production timing over summer, fall
DeNA up as partner Nintendo will talk about Animal Crossing tomorrow

24/10/2017 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

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

Pelham Smithers

Pelham Smithers

PSA Technology: Why AI is More of a “Win” than a “Loss” for Japanese MLCC Makers

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PSA Today 17 Feb: Holidays and strong yen sends Tokyo lower / Why AI is more of a “win” than a “loss” for Japanese MLCC makers / Automakers' business costs / Anicom meeting takeaway – Nikkei 225 -0.42% | ¥$152.90

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki Terada Tags: Nittetsu Mining (1515 JT), Toyo Engineering (6330 JT), Sumiseki Holdings (1514 JT), SoftBank Group (9984 JT), Fujikura (5803 JT), Nitto Boseki (3110 JT), AIMECHATEC (6227 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), TDK (6762 JT), Sony (6758 JT), Nintendo (7974 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Nikon (7731 JT), EssilorLuxottica (EL FP), Olympus (7733 JT), PeptiDream (4587 JT), Semco (009150 KS), Walsin (2492 TT), Yageo (2327 TT), Apple (AAPL US), Toyota Motor (7203 JT), Honda Mot...

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PSA Micro- / Small- / Mid-Cap Recap [16 Jan ~16 Feb 2026]

This report is a recap of reports and insights from the PSA Research Team on Micro- / Small- / Mid-cap companies [market cap < US$10bil] over the period covering 16 Jan ~16 Feb 2026. Contents at a Glance 1. SRE Hdgs (2980 JT) – Building Profits and Data at Attractive Valuations 2. SRE Hdgs’ Produces an Exceptional FY25 Q3 3. New Constituent of the 2026 Q1 PSA Focus List – ExaWizards (4259 JT) Main Points 4. Kyoritsu Maintenance (9616 JT) – CB Conversion Done 5. TKP (3479 JT) – Back to Office Continues 6. The Rise of GenAI Apps in Japan ...

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PSA Today Oct 24: Canon's strong 3Q/Thoughts on Nidec's 2Q/Suzuki in India/Heads up on Sumitomo Chemical/Yaskawa H1/ National Congress and China's production/DeNA share surge - Nikkei +0.50%

PSA Technology: Why AI is More of a “Win” than a “Loss” for Japanese MLCC Makers

PSA Today 17 Feb: Holidays and strong yen sends Tokyo lower / Why AI is more of a “win” than a “loss” for Japanese MLCC makers / Automakers' business costs / Anicom meeting takeaway – Nikkei 225 -0.42% | ¥$152.90

PSA Micro- / Small- / Mid-Cap Recap [16 Jan ~16 Feb 2026]

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