PSA Today 14 July: Weak yen, foreign buying / MLCCs / TSMC's Q2 / A miss for Money Forward at Q2 – Nikkei 225 +0.62%
Japan Market Comment by Pelham Smithers and Lindsay WhippTags: TSMC (2330 TT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Keyence (6861 JT), Nidec (6594 JT), Sysmex (6869 JT), Suzuki Motor (7269 JT), Sony (6758 JT), Netflix (NFLX US), Square Enix (9684 JT), Murata (6981 JT), AMD (AMD US), Nvidia (NVDA US), Money Forward (3994 JT), Tochigi Bank (8550 JT)
Main Points
• Japan shares bounce on weak yen, foreign buying
• MLCC production in May: Down in volume terms, up in value
• TSMC FY22 2Q NP +78% YoY
• Money Forward FY22 Q2 sales and operating loss miss market expectations
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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