- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 16 May: Mixed picture / Square Enix / Dentsu / Considering assemblers' guidance / Daifuku / Ferrotec / Net Protections / Enechange / Cybozu / PKSHA – Nikkei 225 +0.45%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, and Lindsay WhippTags: Japan Post (6178 JT), KDDI (9433 JT), SMC (6273 JT), Olympus (7733 JT), Asahi Intecc (7747 JT), Square Enix (9684 JT), Mixi (2121 JT), GungHo Online Entertainment (3765 JT), Capcom (9697 JT), Twitter (TWTR US), Bandai Namco (7832 JT), Rakuten (4755 JT), Yamaha Motor (7272 JT), Sony (6758 JT), Digital Garage (4819 JT), Naughty Dog, Embracer (EMBRACB SS), Disney (DIS US), Colopl (3668 JT), Dentsu (4324 JT), Subaru (7270 JT), Mazda (7261 JT), Toyota Motor (7203 JT), Honda (7267 JT), Daifuku (6383 JT), Ferrotec (6890 JT), Net Protections (7383 JT), Z Holdings (4689 JT), Shopify (SHOP US), Salesforce (CRM US), Enechange (4169 JT), LPIO, Money Supermarket Group (MONY UK), Tokyo Gas (9531 JT), Nitto Kogyo (6651 JT), Cybozu (4776 JT), PKSHA (3993 JT), Money Forward (3994 JT)
Main Points
• Tokyo closes mixed as China data heightens economic worries
• Square Enix rounds off strong showing in FY21, but FY22 outlook uncertain
• Dentsu 1Q FY22 OP +41% YoY
• Large differences among automakers’ guidance numbers
• Daifuku driven by semis
• Ferrotec surprises with record FY22 OP guidance ¥30bil (+33% YoY)
• Net Protections rose as investors look past FY22 guidance
• Enechange slashes FY22 forecast amid electricity market woes
• Cybozu confirms FY22 Q1 sales
• PKSHA makes good headway with FY22 Q2 results
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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