PSA Today 13 Feb: Market awaits 4Q GDP numbers / PS5 in Japan / New era dawns for TOY / Oil news, construction machinery plays / Enechange sales - Nikkei 225 -0.88%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: Tokyo Electron (8035 JT), Hoya (7741 JT), Honda (7267 JT), Shiseido (4911 JT), Olympus (7733 JT) Mazda (7261 JT), Nintendo (7974 JT), Sony (6758 JT), Bandai Namco (7832 JT), Microsoft (MSFT US), Square Enix (9684 JT), Toyota (7203 JT), Komatsu (6301 JT), HCM (6305 JT), SHI (6302 JT), Enechange (4169 JT)
Main Points
• Japan shares lower ahead of GDP numbers
• Japan Q4 GDP out tomorrow
• PS5 sales continue to grow in Japan
• Toyota’s new CEO Koji Sato announces personnel changes
• Komatsu shares hit 8-month high
• Enechange FY22 sales beat company forecasts
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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