PSA Today Oct 28: Calm before results storm / Sony's 2Q / Hitachi 2Q / SBI Holdings 2Q / CyberAgent's FY20 / Cybozu's Sep / NS Solutions and Net One Systems - Nikkei -0.29%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥23,418.51 (-¥67.29 / -0.29%); Topix ¥1,612.55 (-¥4.98/ -0.31%); ¥/$104.22
Tags: Fujitsu (6702 JT), Canon (7751 JT), Hoya (7741 JT), Nidec (6594 JT), Hitachi (6501 JT), Shimano (7309 JT), Peloton (PTON US), Net One Systems (7518 JT), Sony (6758 JT), Aniplex, Universal, Warner, TikTok, Hitachi Construction Machinery (6305 JT), Hitachi Metals (5486 JT), SBI Holdings (8473 JT), CyberAgent (4751 JT), Cygames, Cybozu (4776 JT), NS Solutions (2327 JT)
Main Points
• Calm before the results storm day
• Sony FY20 2Q OP +15% YoY
• Hitachi FY20 2Q OP -29% YoY
• SBI Holdings FY20 2Q pretax -4% YoY
• CyberAgent’s FY20 results
• Cybozu Sept sales and OP points to strong FY20 Q3
• NS Solutions and Net One Systems shares swap fortunes
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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