- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 2 Feb: USA tech gains, Nexon news help / Q3s: Murata, KDDI, Denso, Aisin, Toy Ind, TIS / Sumi Chem woes / USA, Japan Jan auto sales / Insource / Omron – Nikkei 225 +0.41% | ¥$146.49
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Nia DokovaTags: Kyocera (6971 JT), Chugai Pharm (4519 JT), Hoya (7741 JT), Apple (AAPL US), Fujitsu (6702 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Nexon (3659 JT), Tencent (700 HK), Aozora Bank (8304 JT), Konami (9766 JT), Sega Sammy (6460 JT), Bandai Namco (7832 JT), Koei Tecmo (3635 JT), Sony (6758 JT), Capcom (9697 JT), Murata Mfg (6981 JT), Mitsubishi Motors (7211 JT), Hino Motors (7205 JT), Isuzu Motors (7202 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Nidec (6594 JT), Yageo (2327 TT), Samsung Electro-Mechanics (009150 KS), KDDI (9433 JT), Sumitomo Chemical (4005 JT), Sumitomo Pharma (4506 JT), Rabigh Refining & Petrochemical (PETROR AB), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Denso (6902 JT), Aisin Corp (7259 JT), Toyota Industries (6201 JT), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), SAP (SAP GY), Insource (6200 JT), Omron (6645 JT), NTT Communications, Cognizant Japan, SALTYSTER
Main Points
• Japan shares higher on USA tech gains, Nexon news
• Murata FY23 Q3 -1% YoY
• KDDI FY23 Q3 +1% YoY
• Sumitomo Chemical lowers guidance, focuses on restructuring
• January auto sales: Japan and the US
• Denso FY23 Q3 OP could have been a record
• Aisin FY23 Q3 OP weighed down by surprise charge
• Toyota Industries hits listing high
• TIS: FY23 Q3 orders rise double digits, sales beat consensus estimates
• Insource’s Jan KPIs
• Omron demonstrates carbon footprint visualisation tool alongside NTT
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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