PSA today 14 April: Rally continues: Fast Retailing surges / iPhone15 and Japan suppliers / Vector Inc's prospects / Sansan slam dunks – Nikkei 225 +1.20%
Japan Market Comment by Pelham Smithers and Lindsay WhippTags: Fast Retailing (9983 JT), Berkshire Hathaway (BRK/A US), Shiseido (4911 JT), Ajinomoto (2802 JT), Murata (6981 JT), Renesas (6723 JT), Sony (6758 JT), Apple (AAPL US), Sansan (4443 JT), SRE Holdings (2980 JT), Freee KK (4478 JT), Money Forward (3994 JT), Toho (9602 JT), Toshiba (6502 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Sony (6758 JT), Alps Alpine (6770 JT), Minebea Mitsumi (6479 JT), TSMC (2330 TT), ARM Holdings, Vector Inc (6058 JT), Dentsu (4324 JT), Alphabet (GOOG US)
Main Points
• Japan shares continue rally on US data, Fast Retailing and Sansan results
• Readthrough for Japanese suppliers on iPhone 15 expectations
• Vector Inc FY22 Q4 OP -24% YoY
• Sansan slam dunks on FY22 Q3 OP
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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