PSA Today 11 Jan : Bad day for export tech, good day for domestic names / Yaskawa Q3 modest on component shortage / Previewing Money Forward's Q4 – Nikkei 225 -0.90%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippTags: Keyence (6861 JT), Lasertec (6920 JT), Nidec (6594 JT), SMC (6273 JT), Fanuc (6954 JT), Lawson Inc (2651 JT), Welcia Holdings (3141 JT), Ryohin Keikaku (7453 JT), Sompo Holdings (8630 JT), Mitsubishi Heavy (7011 JT), JERA, Yaskawa Electric (6506 JT), Money Forward (3994 JT)
Main Points
• A bad day for export tech, and a good day for domestic names
• Yaskawa’s FY21 Q3 results: modest on component shortage
• Money Forward: FY21 Q4 preview
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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