PSA Today 15 July: Fast Retailing stars on mixed day / Mimasu's 4Q / Hioki EE's 2Q / 2Q global PCs / Capcom's latest Remake / Demae-can's Q3 / Sansan's Q4 – Nikkei 225 +0.54%
Japan Market Comment by Pelham Smithers, Thao Nguyen, and Lindsay WhippTags: Toyota Motor (7203 JT), Fast Retailing (9983 JT), Nintendo (7974 JT), Sansan Inc (4443 JT), LinkedIn, Nissan Motor (7201 JT), Alibaba (9988 HK), SoftBank Group (9984 JT), Shionogi (4507 JT), Mimasu Semiconductor (8155 JT), Hioki EE (6866 JT), Amazon (AMZN US), Capcom (9697 JT), Demae-can (2484 JT), Money Forward (3994 JT)
Main Points
• Mixed day as weak China GDP numbers offset by strong earnings news from Fast Retailing
• Mimasu Semiconductor 4Q OP -20% YoY
• Hioki EE 2Q OP -25% YoY
• Q2 global PC Shipments -10.1% YoY
• Capcom’s Resident Evil 2 Remake sells 10mil units
• Mixed impressions for Demae-can’s FY22 Q3 results
• Sansan beats on FY21 Q4 sales, FY22 sales guidance near to market estimates
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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