- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 15 Aug: Towards 29k / Japan Q2 GDP / China July macro figs / Sony all Japanese film? / Strong Ferrotec / Net Protections / Giftee / Freee's FY22 / Enechange's Q2 – Nikkei 225 +1.14%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Daikin (6367 JT), Honda (7267 JT), Olympus (7733 JT), Recruit Holdings (6098 JT), Citizen Watch (7762 JT), Ebara (6361 JT), Jeol (6951 JT), Daiichi Sankyo (4568 JT), Seagen (SGEN US), SoftBank Group (9984 JT), Alibaba (BABA US), Mitsubishi Heavy Industries (7011 JT), Toshiba (6502 JT), Tokyo Electric Power (9501 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), Sony (6758 JT), Ferrotec (6890 JT), Net Protections (7383 JT), Giftee (4449 JT), Freee KK (4478 JT), Money Forward (3994 JT), Enechange (4169 JT)
Main Points
• Tokyo pushes towards 29,000 on Wall Street gains, positive GDP numbers
• Japan Q2 GDP +0.5% QoQ
• China July economic data disappoints
• Ghost of Tsushima movie to be in Japanese, with an all-Japanese cast?
• Ferrotec up 10% on strong Q1 but possible flattening in FY22?
• Net Protections sold off post results
• Giftee reaches a new high post earnings
• Freee’s FY22 outlook won’t endear it to the short-term investor
• Enechange’s FY22 Q2 sales beat expectations but it keeps full-year forecast intact
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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