Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 10 Aug: Mining stocks propel market in this shortened week / TEL's Q1 / Isuzu's Q1 / Nissan Chem's guidance / SMC's audit switch / Fujikura's Q1 – Nikkei 225 +0.84% | ¥$143.86

Main Points
• Tokyo shares end shortened week on positive note as mining stocks surge
• Tokyo Electron FY23 Q1 OP -30% YoY
• Isuzu FY23 Q1 earnings rise on Japan operations, strong pricing
• Nissan Chemical’s full-year guidance unchanged
• SMC switches to EY for auditing
• Fujikura Q1 OP well above consensus
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch