PSA Today 13 Jan: Hit by yen strength concerns after US CPI fall / TSMC's 4Q / ATVI, GOOG, NVDA and FTC / Japan's assemblers in China / Shift's 1Q – Nikkei 225 -1.25%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippTags: TSMC (2330 TT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Seven & I (3382 JT), Fast Retailing (9983 JT), Yaskawa Electric (6506 JT), Samsung Electronics (005930 KS), Renesas (6723 JT), Broadcom (AVGO US), Alphabet (GOOG US), Nvidia (NVDA US), Sony (6758 JT), Microsoft (MSFT US), Activsion (ATVI US), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda (7267 JT), Mazda (7261 JT), GAC Motor (2238 HK), BYD (1211 HK), Tesla (TSLA US), Shift (3697 JT)
Main Points
• Tokyo shares hit by yen strength concerns as US CPI falls MoM
• TSMC Q4 OP +78% YoY
• Google, Nvidia express concerns to FTC about Activision deal
• Japan’s automakers lose market share in China
• Shift Inc FY23 Q1 earnings disappoint
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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