PSA Today 12 Oct: Leisure stocks up, tech down / Looking at Koei Tecmo's investments / Global PC shipments / Can Nissan outvote the French government? / Sansan: Q1 preview – Nikkei 225 -0.02% / ¥$146.18
PSA Today Japan Market Comment by Pelham Smithers and Julie BooteTags: ANA (9202 JT), Oriental Land (4661 JT), Shiseido (4911 JT), Lam Research (LRCX US), KLA Corp (KLAC US), Lasertec (6920 JT), ASML (ASML NA), Rorze (6323 JT), Cosmos Pharmaceutical (3349 JT), Seven & I (3382 JT), Aeon (8267 JT), Fast Retailing (9983 JT), J Front Retailing (3086 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Renault (RNO FP), Sansan Inc (4443 JT)
Main Points
• Tokyo closes little changed as leisure stocks gain while tech names are sold
• Koei Tecmo – Is it time to divest investments?
• Global PC shipments in 3Q 2022 -17%
• Can Nissan outvote the French government?
• Sansan: FY22 Q1 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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