PSA Today 20 Oct: Profit-taking, China concerns / ASML 3Q / Disco 2Q / Considering Toyota / Previewing Fanuc 2Q / Previewing Mercari 1Q – Nikkei 225 +0.37% / ¥$149.98
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Fast Retailing (9983 JT), Lasertec (6920 JT), ASML (ASML NA), Tokyo Electron (8035 JT), Lam Research (LRCX US), Disco (6146 JT), Capcom (9697 JT), Nintendo (7974 JT), TSMC (2330 TT), Hoya (7741 JT), Jeol (6951 JT), Screen Holdings (7735 JT), Toyota Motor (7203 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Mercari (4385 JT)
Main Points
• Tokyo slides on profit-taking, China concerns
• ASML 3Q FY22 Sales +10%
• Disco 2Q OP +36% YoY
• Toyota earnings guidance upgrade uncertain
• Fanuc Q2 preview: small surprise
• Mercari’s FY23 Q1 preview
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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