Pelham Smithers Associates Ltd - PSA Today 15 Dec: Weak US stocks and China data unhelpful / Daifukus fascinating IR day / Anycolor revises up, plans Prime listing / Visionals Q1 beat – Nikkei 225 -0.37%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today 15 Dec: Weak US stocks and China data unhelpful / Daifuku's fascinating IR day / Anycolor revises up, plans Prime listing / Visional's Q1 beat – Nikkei 225 -0.37%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Hitachi Zosen (7004 JT), Kumiai Chemical (4996 JT), Visional (4194 JT), Anycolor (5032 JT), Sansan (4443 JT), Freee KK (4478 JT), Money Forward (3994 JT), Z Holdings (4689 JT), CyberAgent (4751 JT), DMG Mori (6141 JT), Toyota Motor (7203 JT), Daifuku (6383 JT), TSMC (2330 TT), SK Hynix (000660 Korea), Intel (INTC US), Samsung Electronics (005930 KS), Outsourcing Inc (2427 JT), Rakus (3923 JT), IBM (IBM US)
Main Points
• Japan shares end lower on weak US stocks, weak China data
• Daifuku IR Day suggests positive trend for the firm’s semis / autos business
• Anycolor revises up and prepares for a listing on Prime
• Visional’s FY23 Q1 beats out market expectations

15/12/2022 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today 15 Dec: Weak US stocks and China data unhelpful / Daifuku's fascinating IR day / Anycolor revises up, plans Prime listing / Visional's Q1 beat – Nikkei 225 -0.37%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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