Pelham Smithers Associates Ltd - PSA Today 16 Dec: SOX plus the FED trigger slide / Sonys new Japan fab / European auto sales / Cybozu shares rise despite low FY23 forecast – Nikkei 225 -1.87%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 16 Dec: SOX plus the FED trigger slide / Sony's new Japan fab / European auto sales / Cybozu shares rise despite low FY23 forecast – Nikkei 225 -1.87%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, and Lindsay Whipp
Tags: Lasertec (6920 JT), Tokyo Electron (8035 JT), Toshiba (6502 JT), Japan Industrial Partners, Ohara Inc (5218 JT), Nidec (6594 JT), Toyota Motor (7203 JT), Anycolor (5032 JT), GA Technologies (3491 JT), Sony (6758 JT), TSMC (2330 TT), Micron (MU US), Kioxia, GalaxyCore (688728 CH), Semco (009150 KS), OmniVision, ON Semi (ON US), Apple (AAPL US), Google (GOOG US), Honda Motor (7267 JT), Huawei, Nissan Motor (7201 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Hyundai Motor (005380 KS), Cybozu (4776 JT)
Main Points
• Tokyo slides on US Fed rate hike, SOX sell-off
• Sony set to spend ¥800bil on new smartphone sensor fab in Japan
• European auto sales rebound
• Cybozu shares surge despite lowballing FY23 forecasts

16/12/2022 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 16 Dec: SOX plus the FED trigger slide / Sony's new Japan fab / European auto sales / Cybozu shares rise despite low FY23 forecast – Nikkei 225 -1.87%

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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