PSA Today Aug 8: Summer doldrums/SoftBank effect/GS Yuasa's new EV battery/JDI/Toyo Kohan/Daifuku/IHI/Daikin/Nabtesco/Rakuten - Nikkei -0.30%
PSA Today Aug 8: Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥19,996.01 (-¥59.88 / -0.30%); Topix ¥1,635.32 (-¥3.95 / -0.24%); ¥/$110.55
Tags: SoftBank (9984), Nissan (7201), NEC (6701), Tesla (TSLA US), Panasonic (6752), BYD (1211 HK), LG Chem (051910 KS), Samsung SDI (006400 KS), GS Yuasa (6674), Mitsubishi Corp (8058), Mitsubishi Motors (7211), Bosch (RBOS GR), Japan Display (6740), Toyo Kohan (5453), Nippon Shokubai (4114), Huawei, Daifuku (6383), IHI (7011), Daikin (6367), Nabtesco (6268), Rakuten (4755)
- Summer doldrums, SoftBank results hit market
- GS Yuasa’s new electric vehicle battery
- Japan Display considers more radical restructuring
- Toyo Kohan’s positives outweighing the negatives
- Daifuku revises up after market, beating consensus
- IHI – management acknowledges its assumptions are cautious
- Daikin’s remarks about strong N America A/C demand
- Nabtesco’s assumptions also appear conservative
- Rakuten - decent quarter but the risk of profit volatility is high
SoftBank Group is a holding company. Domestic Telecommunications business provides mobile communication services, mobile devices, broadband services to retail customers, and telecom services to corporate customers in Japan. Sprint business provides mobile communication services and fixed-line telecommunication services in the U.S. Yahoo Japan business operates Internet-based advertising and e-commerce business. Distribution business distributes mobile devices overseas, and sells software and mobile device accessories in Japan. ARM business designs microprocessor intellectual property and related technology. SoftBank Vision Fund & Delta Fund business is engaged in the investment activities.
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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