Report
Pelham Smithers ...
  • Thao Nguyen
  • William Nestuk

PSA Today 16 Nov: Flat despite Poland incursion / Core machinery orders / Sony and PSVR2 / Nabtesco is out of HDS – Nikkei 225 +0.14%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Tags: Renesas (6723 JT), Tokyo Electron (8035 JT), Shin-Etsu Chemical (4063 JT), Freee KK (4478 JT), SRE Holdings (2980 JT), Cybozu (4776 JT), Money Forward (3994 JT), GMO Payment Gateway (3796 JT), GMO Financial Gate (4051 JT), Giftee (4449 JT), Net Protections (7383 JT), Rohm (6963 JT), Suzuki Motor (7269 JT), Toshiba (6502 JT), Sony (6758 JT), Samsung Electronics (005930 KS), Microsoft (MSFT US), Nabtesco (6268 JT), Harmonic Drive Systems (6324 JT), Nomura Holdings (8604 JT), JP Morgan (JPM US), Anycolor (5032 JT)
Main Points
• Japan shares trade flat amid escalating Ukraine War tensions
• Core machinery orders -4.6% MoM, +2.9% YoY
• Sony starts taking PSVR2 orders
• Nabtesco unloads remaining half of former 19% stake in HDS
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Pelham Smithers

Thao Nguyen

William Nestuk

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