PSA Today 10 Aug: Micron numbers hit tech names /What's wrong at SoftBank Corp? / Honda raises its FY targets / Daifuku on long view / Strong SMC / Rakuten's op loss widens – Nikkei 225 -0.65%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Tokyo Electron (8035 JT), Fast Retailing (9983 JT), Advantest (6857 JT), Lasertec (6920 JT), Micron (MU US), Nexon (3659 JT), Mazda (7261 JT), Kobe Steel (5406 JT), IHI (7013 JT), Asahi Group Holdings (2502 JT), SoftBank Group (9984 JT), SoftBank Corp (9434 JT), KDDI (9433 JT), Honda (7267 JT), Daifuku (6383 JT), SMC (6273 JT), Rakuten (4755 JT)
Main Points
• Micron earnings warning hits Japan tech names
• What’s wrong at SoftBank Corp
• Honda raises FY22 guidance numbers
• Daifuku: modest rebound on longer view
• SMC: strong Q1 despite lockdown
• Rakuten’s FY22 Q2 operating loss wider than expected
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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