PSA Today 16 Jan: Slide ahead of BoJ meeting / Callisto Protocol the latest disappointing video game / Dec machine tool orders / Sansan's 2Q – Nikkei 225 -1.14%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay WhippTags: BayCurrent (6532 JT), Sansan (4443 JT), IDOM (7599 JT), Aeon (8267 JT), Arclands (9842 JT), Takeuchi (6432 JT), Denka (4061 JT), Eisai (4523 JT), Tesla (TSLA US), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), CyberAgent (4751 JT), Netflix (NFLX US), Krafton (259960 KS), Frontier Development (FDEV LN), Nintendo (7974 JT), Tencent (700 HK), Ubisoft (UBI FP), Sony (6758 JT), Microsoft (MSFT US), Amada (6113 JT), Makino Milling (6135 JT), Mori Seiki (6141 JT)
Main Points
• Tokyo stocks slide ahead of BoJ policy meeting as wholesale prices surge
• Callisto Protocol becomes latest video game to fall short of expectations as market conditions get tougher
• Machine tool orders +1% YoY in December
• Sansan FY22 Q2 earnings produce mixed bag
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.
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