Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 15 Dec: A Toyota bounce / SQE's Forspoken / Ohara and LiBs / Looking at Denso / Enigmo cuts FY21 numbers / J-Tech's better FY21 numbers – Nikkei 225 +0.10%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Toyota Motor (7203 JT), Denso (6902 JT), Nidec (6594 JT), Panasonic (6752 JT), Murata (6981 JT), Nippon Steel (5401 JT), Toyota Tsusho (8015 JT), Shionogi (4507 JT), Daiichi Sankyo (4568 JT), Chugai Pharmaceutical (4519 JT), Takeda Pharmaceutical (4502 JT), Eisai (4523 JT), Premier Anti-Aging (4934 JT), V-Cube (3681 JT), Square Enix (9684 JT), Activision (ATVI US), Ohara Inc (5218 JT), Enigmo (3665 JT), Ohara Inc (4218 JT), GA Technologies (3491 JT)
Main Points
• Topix bounces as Toyota BEV plan is well-received
• Square Enix unveils Forspoken, due out in May 2022
• Ohara shares surge on LiB conjecture
• Denso posts new listing high as share buybacks draw to a close
• Enigmo revises FY21 guidance downward
• GA Technologies’ FY21 results came above guidance
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Pelham Smithers

Thao Nguyen

William Nestuk

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