Pelham Smithers Associates Ltd - PSA Today 23 Mar: Seventh day of rally / Nvidias new superchip / Yen weakness: Shin-Etsu and TDK / Cybozu Feb sales / Oracle Japan update – Nikkei 225 +3%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers

PSA Today 23 Mar: Seventh day of rally / Nvidia's new superchip / Yen weakness: Shin-Etsu and TDK / Cybozu Feb sales / Oracle Japan update – Nikkei 225 +3%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay Whipp
Tags: Nitori Holdings (9843 JT), Lasertec (6920 JT), Sysmex (6869 JT), M3 Inc (2413 JT), Keyence (6861 JT), Applied Materials (AMAT US), Nvidia (NVDA US), Samsung Electronics (005930 KS), ARM, TSMC (2330 TT), SoftBank Group (9984 JT), Monex Group (8698 JT), Toyota Motor (7203 JT), Advanced Micro Device (AMD US), Intel (INTC US), Apple (APPL US), Nidec (6594 JT), Minebea Mitsumi (6479 JT), Hoya (7741 JT), Showa Denko (4004 JT), TDK (6762 JT), Toshiba (6502 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Mitsui High-Tec (6966 JT), Shin-Etsu Chemical (4063 JT), Cybozu (4776 JT), Money Forward (3994 JT), Freee KK (4478 JT), Rakus (3923 JT), Oracle Corp Japan (4716 JT), Obic (4684 JT), NTT Data (9613 JT), Nomura Research Institute (4307 JT)
Main Points
• Japan rally extends for 7th day as investors focus on yen at ¥121/$
• Nvidia unveils Grace CPU superchip
• Yen weakness; Shin-Etsu and TDK
• Cybozu Feb sales rise +2.5% YoY
• Oracle Japan in good position to meet or even exceed FY21 full-year EPS guidance

23/03/2022 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

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PSA Today 23 Mar: Seventh day of rally / Nvidia's new superchip / Yen weakness: Shin-Etsu and TDK / Cybozu Feb sales / Oracle Japan update – Nikkei 225 +3%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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