- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nicky Karanasou-Demertzi
- Pelham Smithers
PSA Today 2 Feb: Lower as tech, metals, Bitcoin names sold off / Results for Murata, TDK, CUC / Video games round-up / Apple's iPhone launch change / ExaWizards working with KEPCO subsidiaries / Jan 26 Japan auto sales – Nikkei 225 -1.25% |
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Hiroyuki Terada, Lindsay Whipp, Nicky Karanasou-Demertzi and Julie BooteTags: Lasertec (6920 JT), Tokuyama (4043 JT), Kioxia (285A JT), SanDisk (SNDK US), JX Advanced Materials (5016 JT), Sumitomo Bakelite (4203 JT), Sumitomo Metal Mining (5713 JT), Dowa Mining (5714 JT), Toho Zinc (5707 JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Furukawa Electric (5801 JT), Furukawa Co (5715 JT), Komatsu (6301 JT), Apple (AAPL US), Alps Alpine (6770 JT), TDK (6762 JT), Murata (6981 JT), Zozo (3092 JT), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Konami (9766 JT), Alphabet (GOOGL US), Metaplanet (3350 JT), SBI Holdings (8473 JT), Monex (8698 JT), Murata (6981 JT), TDK (6762 JT), Toshiba (unlisted), Seagate (STX US), Western Digital (WDC US), CUC (9158 JT), Square Enix (9684 JT), TPG (pvt), Bandai Namco (7832 JT), Toyo Engineering (6330 JT), Daiichi Kigenso (4082 JT), Toa Construction (1885 JT), Furukawa Co (5715 JT), Asaka Riken (5724 JT), Okamoto Glass (7746 JT), Modec (6269 JT), ExaWizards (4259 JT), Kansai Electric Power (9503 JT), Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), Mazda (7261 JT), Suzuki (7269 JT), Subaru (7270 JT), MMC (7211 JT), Daihatsu (unlisted), Hino (7205 JT), Isuzu (7202 JT)
Main Points
Japan shares slump as tech, metals, Bitcoin names come in for selling
Murata: FY25 Q3 OP -50% YoY
TDK: FY25 Q3 OP +10% YoY, revises up
CUC’s FY25 Q4, so far, seems to be solid
Video games round-up
Apple to change iPhone launch approach with “18” Series – Nikkei
ExaWizards has been offering its solutions to another Kansai Electric Power subsidiary
Japan auto sales decline in January
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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