Pelham Smithers Associates Ltd - PSA Today 13 July: Upgrades and US CPI provides a bounce / Rohms SiC device expansion plans / Sansans FY22 results / Shifts Q3 results – Nikkei 225 +1.49% | ¥$138.53

Report

Pelham Smithers Associates Ltd

Lindsay Whipp ...

Pelham Smithers
Thao Nguyen

PSA Today 13 July: Upgrades and US CPI provides a bounce / Rohm's SiC device expansion plans / Sansan's FY22 results / Shift's Q3 results – Nikkei 225 +1.49% | ¥$138.53

PSA Today Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay Whipp
Tags: Microsoft (MSFT US), Activision (ATVI US), Sony (6758 JT), Apple (AAPL US), Lasertec (6920 JT), Shin-Etsu Chemical (4063 JT), Tokyo Electron (8035 JT), Socionext (6526 JT) Nvidia (NVDA US), SoftBank Group (9984 JT), Rohm (6963 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Demae-can (2484 JT), Idemitsu (5019 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Nidec (6594 JT), Coherent (COHR US), Infineon (IFX GR), STMicro (STM FP), SICC (688234 CH), Sumitomo Electric (5802 JT), Denso (6902 JT), Mitsubishi Electric (6503 JT), Resonac (4004 JT), Toshiba (6502 JT), Sansan (4443 JT), Shift Inc (3697 JT)
Main Points
• Japan shares bounce on lower-than-expected US CPI, analyst upgrades
• Rohm acquires land in Kyushu for SiC device expansion
• Sansan FY22 Q4 and full-year results: solid sales but more spending
• Shift FY23 Q3 produces another strong quarter

13/07/2023 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: Upgrades and US CPI provides a bounce / Rohm's SiC device expansion plans / Sansan's FY22 results / Shift's Q3 results – Nikkei 225 +1.49% | ¥$138.53

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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