- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 11 Nov: Whoosh / SoftBank 2Q / Ulvac 2Q / RS Tech 3Q / Overview of Autos' 2Qs / Yen and Daikin, Yaskawa, Komatsu / Rakuten 3Q / Upbeat TIS – Nikkei 225 +2.98%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Bandai Namco (7832 JT), Nikon (7731 JT), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Toyota Motor (7203 JT), Kioxia Holdings, JSR (4185 JT), SoftBank Group (9984 JT), Alibaba (9988 HK), Subaru (7270 JT), Mazda (7261 JT), Renaissance IPO ETF (IPO US), SenseTime (20 HK), DoorDash (DASH US), GoTo Group (LOGM US), SoftBank Corp (9434 JT), Ulvac (6728 JT), RS Technologies (3445 JT), Mimasu Semiconductor (8155 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Ferrotec (6890 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Honda (7267 JT), Nissan Motor(7201 JT), Daikin Industries (6367 JT), Yaskawa Electric (6506 JT), Komatsu (6301 JT), Rakuten (4755 JT), TIS Inc (3626 JT)
Main Points
• Tech stocks send Nikkei 225 3% higher as US Shares surge on inflation data
• SoftBank Group 2Q FY22 NP ¥3.0tril
• Ulvac 2Q OP +43% YoY
• RS Technologies 3Q FY22 OP +73% YoY
• Auto Manufacturers: Mixed Q2 results
• Strong yen effect mixed for several machinery plays
• Rakuten’s Q3 sales beat while losses wider than expected
• TIS Inc optimistic about Japan DX demand
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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