- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 15 May: Wild ride on earnings / Nexon stabilises / SMC / Hoya / Integrated chemicals / Terumo / ExaWizards / Inbound tourism / Kyoritsu Maintenance / Kakuyasu / Hotland – Nikkei +0.08% | ¥$156.34
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp, Hiroyuki Terada and Nia DokovaTags: Sony (6758 JT), Casio Computer (6952 JT), Sharp (6753 JT), Konica Minolta (4902 JT), Isetan Mitsukoshi (3099 JT), Nitori (9843 JT), ExaWizards (4259 JT), Appier (4180 JT), PKSHA Technology (3993 JT), TSMC (2330 TT), Disco (6146 JT), Advantest (6857 JT), Socionext (6526 JT), Renesas (6723 JT), Isuzu Motors (7202 JT), Nexon (3659 JT), NCSoft (036570 KS), Gravity (GRVY US), SMC (6273 JT), Airtac International (1590 TT), Hoya Corp (7741 JT), Mitsui Chemicals (4183 JT), Mitsubishi Chemical Group (4188 JT), Sumitomo Chemical (4005 JT), Sumitomo Pharma (4506 JT), Rabigh Refining & Petrochemical Co. (PETROR AB), Resonac (4004 JT), Terumo (4543 JT), Google (GOOG US), NTT Corp (9432 JT), Anthropic PBC (pvt), FamilyMart (unlisted), Treasure Factory (3093 JT), Kyoritsu Maintenance (9616 JT), Sanrio (8136 JT), Kakuyasu Group (7686 JT), Park24 (4666 JT), Hotland (3196 JT)
Main Points
• Tokyo shares close mixed on yet another wild ride over earnings
• Nexon stabilizes ahead of game launches
• SMC order rebound weaker than expected
• Hoya shares rise on earnings and share buybacks
• Integrated chemical manufacturer results
• Terumo FY23 Results & FY24 Forecast Beat Expectations – But Not by Much
• ExaWizards sails past FY23 sales forecast, FY24 outlook looks conservative
• Inbound tourism continues to improve
• Kyoritsu Maintenance FY23 ahead of guidance; April KPIs looking strong
• Hotland produces strong Q1
• Kakuyasu’s FY23 affected by weather but FY24 CE OP above consensus
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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