- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA today 1 Aug: Higher on monetary policy / A Switch 2 for Xmas next year? / Rohm's Q1 / Toyota's strong Q1 but no change to FY / HCM's positive outlook for FY24 / ZOZO's Q1 beat but shares sold off / SRE's Q1 OP Miss – Nikkei 225 +0.92%
Main Points• Topix closes at new high as monetary policy approval drives further market gains
• Switch 2 arrival Christmas 2024?
• Rohm FY23 Q1 OP -21% YoY
• Toyota doubles FY23 Q1 OP but no change to full year forecast
• HCM: mining and price increases to support FY24
• ZOZO sold off despite an earnings beat
• SRE Holdings FY23 Q1 sales beat estimates but wide miss on OP
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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