- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 1 Nov: Good results help / Sony, Rohm 2Qs / Toyota's FY22 forecast / Komatsu's outlook / Gree's 1Q – Nikkei 225 +0.33%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao NguyenTags: JVCKenwood (6632 JT), SRE Holdings (2980 JT), Sony (6758 JT), M3 Inc (2413 JT), Mercari (4385 JT), Panasonic (6752 JT), Hitachi (6501 JT), Keyence (6861 JT), Sega Sammy (6460 JT), Alps Alpine (6770 JT), Murata (6981 JT), Kyocera (6971 JT), JSR (4185 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Microsoft (MSFT US), Apple (AAPL US), Rohm (6963 JT), Renesas (6723 JT), Nidec (6954 JT), Torex Semiconductor (6616 JT), Toyota Motor (7203 JT), Hino Motors (7205 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6506 JT), Gree (3632 JT)
Main Points
• Tokyo trades higher as results continue to impress
• Sony 2Q FY22 OP +13%
• Rohm 2Q OP +45% YoY
• Toyota keeps FY22 OP forecast unchanged
• Komatsu rises strongly on firm FY23 outlook
• Gree’s FY23 Q1 misses
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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