PSA Today 17 Feb: A fall as Ukraine worries rekindle / AMAT guides for growth / Upcoming video game launches / Trend Micro: FY22 OP guidance below consensus – Nikkei 225 -0.83%
Japan Market Comment by Pelham Smithers and Thao NguyenTags: Keyence (6861 JT), M3 Inc (2413 JT), Hitachi (6501 JT), Nintendo (7974 JT), Advance Micro Devices (AMD US), MGM Resorts (MGM US), Orix (8591 JT), Applied Materials (AMAT US), WalMart (WMT US), Nvidia (NVDA US), Lasertec (6920 JT), Renesas Electronics (6723 JT), Creative Assembly, Sega Sammy (6460 JT), Games Workshop (GAW LN), Capcom (9697 JT), Konami Holdings (9766 JT), Sony (6758 JT), Bandai Namco (7832 JT), Kadokawa (9468 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), Trend Micro (4704 JT)
Main Points
• Tokyo slides as Ukraine worries revived
• AMAT guides for further revenue growth
• Upcoming video game launches
• Trend Micro’s FY22 OP guidance below consensus
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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