PSA Today 10 Nov: YCC and earnings continue to dominate markets / GDP and interest rate policy / Nissan Chem trims guidance / Isuzu's Q2 beat / No change to Cover's FY23 guidance – Nikkei 225 -0.24% | ¥$151.36
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, and Thao NguyenTags: SoftBank Group (9984 JT), Honda Motor (7267 JT), Sony (6758 JT), Alibaba (9988 HK), Renesas (6723 JT), INCJ, Nissan Motor (7201 JT), Mitsui E&S (7003 JT), Resonac (4004 JT), Nexon (3659 JT), Trend Micro (4704 JT), Nissan Chemical (4021 JT), Isuzu Motor (7202 JT), Hino Motors (7205 JT), Cover (5253 JT), Anycolor (5032 JT)
Main Points
• Fed policy concerns and weak results from some of Japan’s Big Guns leads to a fall in the Nikkei 225 while Topix edges up
• Upcoming GDP number could be crucial in BoJ interest rate decision
• Nissan Chemical trims guidance
• Isuzu beats FY23 Q2 consensus estimates
• Cover keeps FY23 guidance unchanged
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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