PSA Today 16 Feb: Up through 2,000 on Topix, exporters genki, autos the best / Record trade deficit / Shimano
Japan Market Comment by Pelham Smithers and Thao NguyenTags: MMC (7211 JT), Nissan (7201 JT), Mazda (7261 JT), Subaru (7270 JT), Asahi Group (2502 JT), Nintendo (7974 JT), Shimano (7309 JT), Mitsubishi Chemical Group (4188 JT), Novartis (NVS US), Trend Micro (4704 JT)
Main Points
• Topix breaks through 2,000 as exporters follow USD, Nasdaq higher
• Japan trade deficit hits record as export growth dries up
• Shimano: management explains why forecasts so weak
• Trend Micro’s FY22 earnings and FY23 guidance miss
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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