- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 15 Nov: Considering the GDP figs / Topix's 3Q / Video console sales / Ballwave / TOY's Prius / Ferrotec, SMC / Recruit, Giftee, Net Protections / Freee's 1Q – Nikkei 225 +0.10%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippTags: Mizuho (8411 JT), Mitsubishi UFJ (8306 JT), SMFG (8316 JT), Recruit (6098 JT), Dentsu (4324 JT), SMC (6273 JT), SBI Holdings (8473 JT), Giftee (4449 JT), Net Protections (7383 JT), Eisai (4523 JT), Roche (ROG SW), SoftBank Group (9984 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Ballwave, Sysmex (6869 JT), Toyota Motor (7203 JT), Ferrotec (6890 JT), Amazon (AMZN US), Freee KK (4478 JT), Money Forward (3994 JT), Sansan (4443 JT)
Main Points
• Tokyo shares higher as Hong Kong surges on China online sales data
• Japan GDP -0.3% QoQ as imports stifle growth but core demand strong
• Topix Q3 2022 OP +45% YoY
• Video game console sales -6% YoY in week to 6 Nov
• Ballwave at Medica
• Is there a future for Toyota’s Prius?
• Ferrotec +12% on enhanced capacity and dividend hike
• SMC -4% after FY22 OP guidance cut 2.5%
• Weak macro data and Amazon layoffs spooks Recruit
• A grim day for Giftee
• Net Protections revises down full year guidance
• Freee’s FY23 Q1 beats market expectations
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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