- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 14 May: Good results to the fore / Sony's Q4 jump / Suzuki's Q4 / Isuzu's miss / Cable makers in the sun / Chemical results for Kuraray, Sakai Chem, TOK, Tosoh / Appier's beat / Sanrio – Nikkei 225 +0.46% | ¥$156.44
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Joel Scheiman, Lindsay Whipp and Hiroyuki TeradaTags: Furukawa Electric (5801 JT), Obayashi (1802 JT), ENEOS (5020 JT), Konami (9766 JT), Nintendo (7974 JT), Nexon (3659 JT), Screen Holdings (7735 JT), Socionext (6526 JT), Chugai Pharmaceutical (4519 JT), Shionogi (4507 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), SoftBank Group (9984 JT), Hitachi (6501 JT), NEC Corp (6701 JT), PKSHA (3993 JT), ExaWizards (4259 JT), Appier (4180 JT), AI Inside (4488 JT), Sony (6758 JT), Apple (AAPL US), Paramount (PARA US), Suzuki Motor (7269 JT), Isuzu Motors (7202 JT), Hino Motors (7205 JT), Mitsubishi Motors (7211 JT), Fujikura (5803 JT), SWCC (5805 JT), Kuraray (3405 JT), Sakai Chemical (4078 JT), Tokyo Ohka Kogyo (4186 JT), Tosoh (4042 JT), Appier (4180 JT), Sanrio (8136 JT)
Main Points
• Tokyo shares gain as results offset currency, bond market worries
• Sony FY23 Q4 OP ¥229bil +57% YoY
• Suzuki FY23 Q4 results beat estimates, but FY24 guidance is below consensus
• Isuzu guidance misses estimates
• Cable makers still outperforming
• Chemical results: Kuraray, Sakai Chemical, Tokyo Ohka, Tosoh
• Appier beats market expectations for FY24 Q1
• Sanrio’s FY23 ahead of thrice revised guidance
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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