PSA Today 12 Jun: Cyclicals lower amid thin market / Fewer cameras shipped / Anycolor OP surge / Tokyo Ohka Kogyo, AI / Shin-Etsu's back end / May machine tools – Nikkei 225 -0.66% | ¥$157.27
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Aozora Bank (8304 JT), Daiwa Securities (8601 JT), Toho (9602 JT), Toyota Motor (7203 JT), Mitsubishi UFJ Financial Group (8306 JT), Sumitomo Mitsui Financial Group (8316 JT), Nikon (7731 JT), Canon (7751 JT), Anycolor (5032 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), JSR (4185 JT), TSMC (2330 TT), Aimechatec (6227 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), DMG Mori (6141 JT)
Main Points
• Tokyo shares lower in thin trading as cyclicals sold off
• Camera shipments slide YoY
• Anycolor FY24 Q4 OP +75% YoY, massive share buyback
• Tokyo Ohka benefits from AI demand
• Shin-Etsu announces a cost-saving IC backend process
• May machine tool orders boost Fanuc and Yaskawa
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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