- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 13 May: Market slip as JGBs sold off / TSMC's April revenues / Results for Square Enix, Ube Corp, Toray, Nissan Chemical, Mazda, Subaru, Fujikura, Daifuku, JES / Appier Q1 preview / Should IIJ be hiring faster? – Nikkei 225 -0.13%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Olympus (7733 JT), Toray (3402 JT), KDDI (9433 JT), Toyota Motor (7203 JT), Kyocera (6971 JT), Sony (6758 JT), Infocom (4348 JT), Teijin (3401 JT), Paramount (PARA US), TSMC (2330 TT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Square Enix (9684 JT), Konami (9766 JT), UBE Corp (4208 JT), Nissan Chemical (4021 JT), Mazda Motor (7261 JT), Daihatsu, Subaru (7270 JT), Fujikura (5803 JT), Daifuku (6383 JT), IIJ (3774 JT), Appier (4180 JT), Freee KK (4478 JT), Money Forward, (3994 JT), Japan Elevator Service (6544 JT)
Main Points
• Tokyo shares slip as JGBs sold off
• TSMC April revenues +60% YoY
• Square Enix Sees FY23 Q4 loss, offers disappointing guidance
• Chemical results: Ube Corp, Toray, Nissan Chemical
• Mazda predicts further solid sales rise for FY24
• Subaru predicts large decline in FY24 profits
• Fujikura posts strong FY23 OP but flat guidance
• Daifuku: record FY23 OP aided by one-offs
• Appier FY24 Q1 preview
• Should IIJ be hiring faster?
• Japan Elevator Service: Strong FY23 results; FY24 OP to expand +17% YoY
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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