Pelham Smithers Associates Ltd - PSA Today 11 April: A weak start / Chinas PPI and CPI data / Dreamliner worries and Toray / Genki Fujikura / Shifts Q2 / Sansans Q3 / Previewing S-Pools Q1 – Nikkei 225 -0.35% | ¥$153.09

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 11 April: A weak start / China's PPI and CPI data / Dreamliner worries and Toray / Genki Fujikura / Shift's Q2 / Sansan's Q3 / Previewing S-Pool's Q1 – Nikkei 225 -0.35% | ¥$153.09

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada
Tags: Mitsubishi Heavy (7011 JT), Mitsubishi Electric (6503 JT), Hitachi (6501 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Nissan Motor (7201 JT), Seven & I (3382 JT), Shift (3697 JT), Money Forward (3994 JT), Treasure Factory (3093 JT), Boeing (BA US), Toray (3402 JT), Fujikura (5803 JT), Shift Inc (3697 JT), Sansan (4443 JT), S-Pool (2471 JT)
Main Points
• Tokyo shares recover from weak start to close mostly higher
• China PPI, CPI lower than expected
• Boeing whistleblower claims the Dreamliner is unsafe
• Fujikura 6th winning session rides a dual theme
• Shift’s FY24 Q2 results miss consensus estimates
• Sansan FY23 Q3 misses consensus estimates on OP but beats on sales
• S-Pool FY24 Q1 preview

11/04/2024 1 EN

Provider

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.

See profile

Analysts

Hiroyuki Terada

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 11 April: A weak start / China's PPI and CPI data / Dreamliner worries and Toray / Genki Fujikura / Shift's Q2 / Sansan's Q3 / Previewing S-Pool's Q1 – Nikkei 225 -0.35% | ¥$153.09

PSA Today 2 May: Mixed, with yen back at 155/$ / Considering Sony and Paramount / Japan's mini vehicles sales and Daihatsu TIS FY23 Q4 preview - Nikkei 225 -0.14%

PSA Today 1 May: Earnings rescue Japan / SQE's write-down move / Toyota FY23 Q4 preview / Genki Nabtesco / Insource April KPIs - Nikkei 225 -0.34%

PSA Health Care Equipment: Olympus (7733 JT) - FY24 Test on Clean Up Operations

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