PSA Today 16 Mar: Flight to safety / Trade figures, J-Curve effect / Genki PS5 / Yaskawa's strength / J-tech's Q1 on track / Visional's Q2 - Nikkei 225 -0.80%
Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay WhippTags: Z Holdings (4689 JT), Lasertec (6920 JT), Keyence (6861 JT), M3 (2432 JT), Unicharm (8113 JT), Nitori (9843 JT), Kao Corp (4452 JT), NTT (9432 JT), Toshiba (6502 JT), Smaregi (4431 JT), Anycolor (5032 JT), Sony (6758 JT), Nintendo (7974 JT), Yaskawa (6506 JT), SMC (6273 JT), Keyence (6861 JT), Fanuc (6954 JT), Daifuku (6383 JT), GA Technologies (3491 JT), Visional (4194 JT)
Main Points
• Flight to extreme quality as banking concerns heighten
• Japan trade figures show J-Curve effect starting to unwind
• PS5 now outselling PS4 at same stage
• Yaskawa continues to outperform
• GA Technologies’ FY23 Q1: on track
• Visional’s FY23 Q2 OP and sales miss consensus estimates
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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