PSA Today Oct 31: Strong results / Murata shines / Panasonic a worry/ Dexerials improving / Maxell reverses / Denso upgrades / Aisin disappoints - Nikkei +2.16%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥21,920.46 (+¥463.17 / +2.16%); Topix ¥1,646.12 (+¥34.66 / +2.15%); ¥/$113.28
Tags: Sony (6758 JP), Advantest (6857 JP), Hitachi High-Tech (8036 JP), Tokyo Electron (8035), Alps, (6770 JP), Rohm (6963 JP), Murata (6981 JP), Kemet (KEM US), JFE (5411 JP), Kobe Steel (5406 JP), AGC (5201 JP), Panasonic (6752 JP), Dexerials (4980 JP), Intel (INTC US), Maxell (6810 JP), Denso (6506 JP) Toyota (7203 JP), Aisin (7259 JP)
Main Points at a Glance
• Tokyo higher on strong results
• Murata 2Q OP +56%
• Panasonic 2Q OP -13%
• Dexerials sees an improving trend
• Maxell’s unexpected downward revision
• Denso upgrades full-year guidance despite weak Q2; Aisin disappointing
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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