PSA Today 18 Feb: Rate hike expectations / Results are in, with forecasts raised and valuations attractive / Nissan shares: a reprieve / Trend Micro FY24 results miss but FY25 outlook beats – Nikkei 225 +0.25% | ¥$151.85
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Trend Micro (4704 JT), Keikyu Corp (9006 JT), Keisei Electric Railway (9009 JT), Shiseido (4911 JT), TDK (6762 JT), Nexon (3659 JT), Nissan Motor (7201 JT), Sony (6758 JT), Tokyo Ohka Kogyo (4186 JT), Sanrio (8136 JT), Daifuku (6383 JT), Kioxia (285A JT), PKSHA (3993 JT), Appier (4180 JT), Kaonavi (4435 JT), GNI Group (2160 JT), Pulmatrix (PULM US), Nintendo (7974 JT), Honda Motor (7267 JT), Mitsubishi Motors (7211 JT)
Main Points
Tokyo shares nudged higher as rate hike expectations increase
Results season – Topix Q4 OP marginally higher than expected, forecasts raised
Nissan shares get a reprieve
Trend Micro’s FY24 earnings miss while FY25 guidance beats
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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