- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 14 Feb: Wall Street and Q4's GDP the influences / Shimano Q4 / Yamaha Motor: headwinds / TOK's FY23 guidance / Ferrotec Q3 / Rakuten's record loss - Nikkei 225 +0.64%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: Renesas (6723 JT), Nintendo (7974 JT), Daikin (6367 JT), GMO Financial Gate (4051 JT), Cybozu (4776 JT), W-Scope (6619 JT), Ulvac (6728 JT), Bengo4.com (6027 JT), Resonac (4004 JT), Shimano (7309 JT), Yamaha Motor (7272 JT), Tokyo Ohka Kogyo (4186 JT), Ferrotec (6890 JT), Nissha (7915 JT), Rakuten (4755 JT), KDDI (9433 JT)
Main Points
• Japan shares follow Wall St higher but are capped by weak GDP data
• Japan 2022 Q4 GDP: right direction, but not as strong as hoped
• Shimano FY22 Q4 (Dec) OP +3% YoY
• Yamaha Motor’s Guidance Numbers Disappoint
• Tokyo Ohka’s FY23 guidance well-received
• Ferrotec Q3 solid, but OPM fading
• Nissha guides for a disappointing FY23
• Rakuten posts biggest losses ever for FY22
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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