Pelham Smithers Associates Ltd - PSA Today 16 Feb: Ukraine hopes, chip hopes / NECs quantum-type tech / Kioxias IPO / Murata buying Resonant / Subaru: chip concerns / Giftees guidance – Nikkei 225 +2.22%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 16 Feb: Ukraine hopes, chip hopes / NEC's quantum-type tech / Kioxia's IPO / Murata buying Resonant / Subaru: chip concerns / Giftee's guidance – Nikkei 225 +2.22%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Bridgestone (5108 JT), Goodyear (GT US), Tokyo Electron (8035 JT), Renesas Electronics (6723 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Intel (INTC US), Tower Semiconductor (TSEM US), TSMC (2330 TT), Denso (6902 JT), Sony (6758 JT), Murata (6981 JT), Resonant (RESN US), Apple (AAPL US), NEC (6701 JT), D-Wave Systems, Hitachi (6501 JT), Toshiba (6502 JT), Kioxia, Western Digital (WDC US), Micron (MU US), Huawei, Samsung Electronics (005930 KS), Xiaomi (1810 HK), Oppo, Vivo, Broadcom (AVGO US), Skyworks (SWKS US), Qualcomm (QCOM US), Qorvo (QRVO US), Subaru (7270 JT), Toyota Motor (7203 JT), Giftee (4449 JT)
Main Points
• Tokyo jumps on Ukraine tension easing, chip sector developments
• NEC moves quantum computing type development on
• Kioxia IPO back on
• Murata to Buy Resonant for US$300mil
• Subaru shares fall on chip supply concerns
• Giftee’s FY22 OP guidance below consensus

16/02/2022 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

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 16 Feb: Ukraine hopes, chip hopes / NEC's quantum-type tech / Kioxia's IPO / Murata buying Resonant / Subaru: chip concerns / Giftee's guidance – Nikkei 225 +2.22%

PSA Autos /New Mobility: The Case for Honda (7267 JT) over Toyota (7203 JT)

PSA Today 1 July: Tariff worries / Capcom's rich showcase / The case for Honda over TOY / Fujikura, Melco listing highs / Insource June KPIs – Nikkei 225 -1.24% | ¥$143.62

PSA Japan Stock Market Strategy for 2025 Q3

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