Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Oct 30: Home-grown rebound/ Sony's 2Q OP and revision up/ Honda's Q2 earnings/JSR, Sekisui Chemical post results - Nikkei +1.45%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥21,457.29 (+¥307.49/ +1.45%); Topix ¥1,611.46 (+¥21.90 / +1.38%); ¥/$112.68
Tags: Komatsu (6301 JP), Fanuc (6954 JP), Sony (6758 JP), Nintendo (7974 JP), Nidec (6594 JP), Honda (7267 JP), Sekisui Chemical (4204 JP), JSR (4185 JP), Yaskawa (6506 JP), Daifuku (6383 JP), Komatsu (6301 JP), HCM (6305 JP)
Main Points at a Glance
• Market rebounds on capex names’ optimism
• Sony 2Q OP +17%, revises up
• Honda’s Q2 earnings
• JSR, Sekisui Chemical: contrasting results reactions
• Strong rebound in automation names
• Komatsu up on strong N. America
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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