- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Oct 29: Sliding / Sony's long term, near term / Capcom's 2Q / Hitachi Chemical IC materials / Mazda woes / Fanuc lowers #s/ GREE - Nikkei -0.16%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,149.80 (-¥34.80/ -0.16%); Topix ¥1,589.56 (-¥6.45 / -0.40%); ¥/$111.95
Tags: Ricoh (7752 JP), Fujitsu (6702 JP), Shin-Etsu Chemical (4063 JP), Hitachi (6501 JP), Hitachi Chemical (4217 JP), Sony (6758 JP), Microsoft (MSFT US), Capcom (9697 JP), Sumitomo Bakelite (4203 JP), Mazda (7261 JP), Mitsubishi Motors (7211 JP), Subaru (7270 JP), Fanuc (6954 JP) GREE (3632 JP), mixi (2121 JP), GungHo Online Entertainment (3765 JP)
Main Points at a Glance
• Market slide continues
• Sony: near-term vs long-term
• Capcom 2Q OP +28%
• Hitachi Chemical’s IC material tests questioned
• Mazda set to lower FY18 forecast
• GREE remains uninteresting
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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