PSA Today 18 Feb: Ukraine issues / Japan's core CPI / Capcom countdown / Nissan's US EV plans / Nabtesco guidance / Kohoku Kogyo – Nikkei 225 -0.41%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukTags: Keyence (6861 JT), Recruit (6098 JT), M3 Inc (2413 JT), Nvidia (NVDA US), KLA Corp (KLA US), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Lasertec Corp (6920 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Nabtesco (6268 JT), Fanuc (6954 JT), THK (6481 JT), DIC Corp (4631 JT), Trend Micro (4704 JT), Mondi (MNDI LN), Nitto Denko (6988 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Toyota Tsusho (8015 JT), Renault (RNO FP), Mitsubishi Motor (7211 JT), Tesla (TSLA US), Nabtesco (6268 JT), Boeing (BA US), Harmonic Drive Systems (6324 JT), Kohoku Kogyo (6524 JT)
Main Points
• Tokyo lower as Ukraine issues continue to loom large
• Japan Core CPI falls to -1.1% YoY
• Capcom update on 21 Feb?
• Nissan to invest in US EV plants
• Nabtesco explains strong H2 FY22 guidance
• Kohoku Kogyo sees small rebound on results call
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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