Report
Julie Boote ...
  • Pelham Smithers

PSA Today 20 Apr: Exporters rally on Y129/USD / ASML's Q1 / Sony's last cross-generational game? / Toyota investment in engines – Nikkei 225 +0.86%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Mazda (7261 JT), Subaru (7270 JT), Lasertec (6920 JT), Keyence (6861 JT), ASML (ASML NA), Intel (INTC US), Disco (6146 JT), Lam Research (LRCX US), ASM (ASM NA), Canon (7751 JT), Teradyne (TER US), Advantest (6857 JT), KLA Corp (KLAC US), TSMC (2330 TT), Samsung Electronics (005930 KS), Texas Instruments (TXN US), STMicroelectronics (STM FP), Renesas (6723 JT), SK Hynix (000660 KS), ON Semi (ON US), Advanced Micro Devices (AMD US), Sony (6758 JT), Take Two Interactive (TTWO US), Toyota Motor (7203 JT), General Motors (GM US)
Main Points
• Tokyo shares higher as exporters rally on dollar’s move to ¥129/$
• ASML 1Q 2022 PTP -50% YoY
• Will Sony’s God of War: Ragnarok be its last cross-generation game?
• Toyota invests in engine production
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Pelham Smithers

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