- Joel Scheiman
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 13 Feb: ARM rally catches fire / SoftBank stock price / Shimano Q4 / TOK's guidance / Novo Nordisk, UBE, MASH / Fujikura, KHI, Nabtesco / Cybozu / Moriya: Nikkei 225 +2.89%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki TeradaTags: ARM (ARM US), SoftBank Group (9984 JT), Tokyo Electron (8035 JT), Tokyo Marine Holdings (8766 JT), MS&AD Insurance (8725 JT), Sony (6758 JT), JGC Holdings (1963 JT), Mazda Motor (7261 JT), Otsuka Holdings (4578 JT), Monex (8698 JT), GMO Internet (9449 JT), Ceres (3696 JT), Alibaba (BABA US), Nvidia ((NVDA US), SoftBank Corp (9434 JT), Shimano (7309 JT), Tokyo Ohka Kogyo (4186 JT), UBE Corp (4208 JT), Novo Nordisk A/S (NOVO-B CPH), Cellarity, Fujikura (5803 JT), KHI (7012 JT), Boeing (BOE US), Nabtesco (6268 JT), Cybozu (4776 JT), Moriya Transportation Engine & Mfg (6226 JT)
Main Points
• ARM rally continues while breadth widens
• Arm’s rally puts the spotlight on SoftBank Group’s stock price
• Shimano FY23 (Dec) Q4 OP -73% YoY, sees further weakness through FY24
• Tokyo Ohka Kogyo guides for stronger FY24 H2
• Novo Nordisk begins trials of UBE’s compound for MASH
• Fujikura continues romp on FY24~FY25 expectations
• KHI firm on foreign broker upgrade
• Nabtesco offers weak FY24 guidance and writes down Gilgen (auto doors)
• Cybozu to post special loss due to its USA operations
• Moriya Transportation Engine and Manufacturing reports Q3
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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