PSA Today 21 July: Higher as BoJ Policy remains unchanged / Q2 global smartphone shipments / Disco's Q1 / Chugai's Q2 / Margin concerns for Nidec / BASE Inc hits one-month high – Nikkei 225 +0.44%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: ASML (ASML NA), Tokyo Electron (8035 JT), Lasertec (6920 JT), Disco (6146 JT), Nidec (6594 JT), Shionogi (4507 JT), Pfizer (PFE US), Merck (MRK US), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Infomart (2492 JT), Obic (4684 JT), Apple (AAPL US), Samsung Electronics (005930 KS), BASE Inc (4477 JT), Shopify (SHOP US), Mercari (4385 JT), Z Holdings (4689 JT)
Main Points
• Tokyo trades higher following “no change” BoJ policy meet
• Q2 CY22 global smartphone shipments -9% YoY
• Disco 1Q FY22 OP +40% YoY
• Chugai Pharm 2Q FY22 OP +3% YoY
• Nidec sell-off on margin concerns
• BASE Inc reaches a new one-month high
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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