Pelham Smithers Associates Ltd - PSA Today 17 Aug: Thru 29k / Semi cycle / Weak side of weak yen / Daikin gaining / Daifuku outlook / TIS market cap tops Y1tril – Nikkei 225%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 17 Aug: Thru 29k / Semi cycle / Weak side of weak yen / Daikin gaining / Daifuku outlook / TIS market cap tops Y1tril – Nikkei 225%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp
Tags: Sumitomo Metal Mining (5713 JT), Olympus (7733 JT), Honda (7267 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Fujifilm Holdings (4901 JT), Sysmex (6869 JT), iStyle (3660 JT), Amazon (AMZN US), Intel (INTC US), Micron (MU US), Kioxia, Nvidia (NVDA US), Advanced Micro Devices (AMD US), TSMC (2330 TT), Apple (AAPL US), Lasertec (6920 JT), Renesas Electronics (6723 JT), Screen Holdings (7735 JT), Shinko Electric (6967 JT), Torex Semiconductor (6616 JT), Daikin (6367 JT), Daifuku (6383 JT), Samsung Electronics (005930 KS), SK Hynix (000660 KS), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), NTT Data (9613 JT), NTT Corp (9432 JT)
Main Points
• Nikkei soars through 29,000 as exporters shine
• Semiconductors: Where in the cycle are we? Well, it’s complicated…
• The weak side of the weak yen
• Daikin edging up solidly
• Daifuku may see lower Taiwan & S. Korea sales in FY23
• TIS market cap tops ¥1tril

17/08/2022 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 17 Aug: Thru 29k / Semi cycle / Weak side of weak yen / Daikin gaining / Daifuku outlook / TIS market cap tops Y1tril – Nikkei 225%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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