Report
Julie Boote ...
  • Pelham Smithers

PSA Today 23 Jan: A pause after a BoJ decision / Previewing early earnings results / Murata 4th plant? / Nidec Q3 preview / Honda's upbeat US sales outlook – Nikkei 225 -0.08% | ¥$147.61

PSA Today Japan Market Comment by Pelham Smithers and Julie Boote
Tags: M3 Inc (2413 JT), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Murata Mfg (6981 JT), Nidec (6594 JT), Hoya (7741 JT), Kyocera (6971 JT), Denso (6902 JT), KDDI (9433 JT), Nexon (3659 JT), NetEase (9999 HK), Tencent (700 HK), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Pocketpair (pvt), Fujitsu (6702 JT), Sony (6758 JT), Zee Entertainment Enterprises (Z IN), Tokyo Steel (5423 JT), Hogy Medical (3593 JT), Komeri (8218 JT), Koa (6999 JT), Fanuc (6954 JT), Canon Marketing (8060 JT), Canon Inc (7751 JT), NEC Corp (6701 JT), Socionext (3526 JT), Yaskawa Electric (6506 JT), Rohm (6963 JT), Renesas (6723 JT), SoftBank Group (9984 JT), ARM Holdings (ARM US), T-Mobile USA (TMUS US), Apple (AAPL US), Samsung Electro-Mechanics (009150 KS), Walsin (2492 TT), Yageo (2327 TT), Samsung Electronics (005930 KS), Taiyo Yuden (6976 JT), Honda Motor (7267 JT), General Motors (GM US), Toyota Motor (7203 JT)
Main Points
• Tokyo shares close lower after BoJ policy decision triggers profit taking
• Japan earnings season early reports preview
• Murata may build fourth plant in Shimane – Kyodo
• Nidec FY23 Q3 preview
• Honda upbeat about US sales outlook
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

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch