PSA Today Oct 24: Drifting up /Chugai's soaring 3Q / What next for Disco? / MonotaRO's 3Q up just 8% / Mazda's first EV / JDI and Apple – Nikkei +0.55%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥22,750.60 (+¥125.22 / +0.55%); Topix ¥1,643.74 (+¥5.60 / +0.34%); ¥/$108.61
Tags: Eisai (4523 JT), Biogen (BIIB US), Chugai Pharmaceutical (4519 JT), Nidec (6594 JT), Rohm (6963 JT), Square Enix (9684 JT), SoftBank Group (9984 JT), WeWork (pvt.), Panasonic (6752 JT), Tesla (TSLA US), Tokyo Steel (5423 JT), Disco Corp (6146 JT), Tokyo Electron (8035 JT), MonotaRO (3064 JT), Mazda (7261 JT), Hyundai Motor (005380 KS), Kia Motors (000270 KS), Japan Display (6740 JT), Apple (AAPL US), TPK Holding (3673 TT), General Interface Solution (6456 TT), Nissha (7915 JT), LG Display (034220 KS)
Main Points
• Market continues upward drift towards 23,000
• Chugai’s 3Q OP soars to ¥66bil
• Disco: strong 2Q but poor guidance
• MonotaRO’s 3Q OP up just 8%
• Mazda presents first EV at Tokyo Motor Show
• Japan Display and Apple – who is dependent on whom?
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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