PSA Today 10 Jan: US gains and Tokyo inflation tug-of-war / Readacross from UK video games data / What next with Lecanemab (Leqembi)? / Yaskawa's Q3 results / Daikin, SMC up on China optimism – Nikkei 225 +0.78%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Eisai (4523 JT), Toto (5332 JT), Comcast (CMCSA US), ANA Holdings (9202 JT), Oriental Land (4661 JT), Nissan Motor (7201 JT), Renault (RNO FP), Giftee (4449 JT), Frontier Developments (FDEV LN), Sony (6758 JT), Nintendo (7974 JT), Capcom (9697 JT), Biogen (BIIB US), Eli Lilly (LLY US), Yaskawa Electric (6506 JT), Daikin Industries (6367 JT), SMC (6273 JT)
Main Points
• US gains send Tokyo shares higher, but inflation worries cap rally.
• UK video games industry data for December suggest cost-of-living crisis is biting
• Lecanemab / Leqembi – What next?
• China weighs on Yaskawa’s FY22 Q3 OP (+29% YoY / -2% QoQ) but guidance unchanged
• Daikin and SMC rise over 5% on China optimism
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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