Pelham Smithers Associates Ltd - PSA Today 13 July: Inflation hopes plus oil a help / Previewing Muratas 1Q / Global EV sales / Strong Recruit / Sifting through the pack of SaaS and Enterprise stocks – Nikkei 225 +0.54%

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Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
Thao Nguyen

PSA Today 13 July: Inflation hopes plus oil a help / Previewing Murata's 1Q / Global EV sales / Strong Recruit / Sifting through the pack of SaaS and Enterprise stocks – Nikkei 225 +0.54%

Japan Market Comment by Pelham Smithers, Thao Nguyen, and Lindsay Whipp
Tags: SoftBank Group (9984 JT), Toho (9602 JT), Honda (7267 JT), Nintendo (7974 JT), Capcom (9697 JT), Nikon (7731 JT), Sony (6758 JT), Canon (7751 JT), Murata Mfg (6981 JT), Apple (AAPL US), TSMC (2330 TT), Tesla (TSLA US), Recruit (6098 JT), Z Holdings (4689 JT), Rakus (3923 JT), JMDC (4483 JT), BayCurrent Consulting (6532 JT), Money Forward (3994 JT), Bengo4.com (6027 JT), Medical Data Vision (3902 JT), Digital Hearts Holdings (3676 JT), WingArc1st Inc (4432 JT), Sansan Inc (4443 JT), Medley Inc (4480 JT), CareNet Inc (2150 JT), Omron Corp (6645 JT), Freee KK (4478 JT), Shift Inc (3697 JT)
Main Points
• Japan shares gain on inflation optimism, oil price decline
• 1Q FY22 earnings preview: Murata
• Global EV sales in May +55% YoY
• Recruit reaches a new one-month high
• SaaS / enterprise software stocks: outperformers emerge

13/07/2022 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 13 July: Inflation hopes plus oil a help / Previewing Murata's 1Q / Global EV sales / Strong Recruit / Sifting through the pack of SaaS and Enterprise stocks – Nikkei 225 +0.54%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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