Pelham Smithers Associates Ltd - PSA Today 1 Mar: Positive March start / Solar cell 20%+ price hikes at Kaneka / Daikins rising costs / Giftee bounce / Considering Cybozu – Nikkei 225 +1.20%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 1 Mar: Positive March start / Solar cell 20%+ price hikes at Kaneka / Daikin's rising costs / Giftee bounce / Considering Cybozu – Nikkei 225 +1.20%

Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: MHI (7011 JT), Fujitsu (6702 JT), NEC (6701 JT), Digital Arts (2326 JT), Cyber Security Cloud (4493 JT), Sysmex (6869 JT), Omron (6645 JT), Bandai Namco (7832 JT), Amazon (AMZN US), Toshiba (6502 JT), Monex (8698 JT), GMO Internet (9449 JT), Toyota Motor (7203 JT), Kojima Press Industries, Kaneka (4118 JT), Daikin (6367 JT), Giftee (4449 JT), Lazo Diamond, Cybozu (4776 JT), Monday.com (MNDY US), Volvo Trucks (VOLVB SS)
Main Points
• Positive start to the month
• Kaneka hikes solar cell prices by over 20%
• Daikin material cost impact could exceed US$1.1bil in FY21
• Giftee approaches the ¥1,000 level
• Cybozu investor day: poor on numbers, rich in colour

01/03/2022 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 1 Mar: Positive March start / Solar cell 20%+ price hikes at Kaneka / Daikin's rising costs / Giftee bounce / Considering Cybozu – Nikkei 225 +1.20%

PSA Autos /New Mobility: The Case for Honda (7267 JT) over Toyota (7203 JT)

PSA Today 1 July: Tariff worries / Capcom's rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

PSA Japan Stock Market Strategy for 2025 Q3

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