- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 15 Jan: 36,000 intraday / NEC's portable 5G display / Considering Yaskawa / Money Forward shares surge / Sansan's FY23 Q2 OP miss – Nikkei 225 +0.91% | ¥$145.35
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippTags: Rakuten (4755 JT), Money Forward (3994 JT), Shift (3697 JT), Sansan (4443 JT), Cosmos Pharmaceutical (3349 JT), Ryohin Keikaku (7453 JT), Lawson (2651 JT), Aeon (8267 JT), Disco (6146 JT), Shin-Etsu Chemical (4063 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Nomura (8604 JT), Japan Exchange Group (8697 JT), Kawasaki Kisen (9107 JT), Mitsui OSK (9104 JT), Mitsui Mining & Smelting (5706 JT), Konami (9766 JT), Nintendo (7974 JT), Fujifilm (4901 JT), Toyota Motor (7023 JT), KDDI (9433 JT), Fujitsu (6702 JT), NTT Corp (9432 JT), Volkswagen (VOW GY), Deutsche Telekom (DTE GY), People Dreams & Technologies Group (9248 JT), Yaskawa Electric (6506 JT), Daikin (6367 JT), Fanuc (6954 JT)
Main Points
• Tokyo trades briefly above 36,000 on anticipation of domestic buying
• NEC Corp in portable 5G display
• Yaskawa shares barely fall, perhaps on currency optimism
• Money Forward shares surge following strong results, FY24 guidance and long-term targets
• Sansan misses on FY23 Q2 OP, beats on sales; shares sink
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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