Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 23 Oct: Reasons to slide / Will earnings season deliver? / DRAM prices slip as NAND higher / Nidec's subdued FY23 Q2 results / Enechange's new services – Nikkei 225 -0.83% | ¥$149.92

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: Daiichi Sankyo (4568 JT), Astellas Pharma (4503 JT), Shiseido (4911 JT), Japan Post Holdings (6178 JT), KDDI (9433 JT), M3 (2413 JT), Keyence (6861 JT), Tokyo Steel Mfg (5423 JT), Shinko Electric (6967 JT), Nidec (6594 JT), Nintendo (7974 JT), Sony (6758 JT), SoftBank Group (9984 JT), ASML (ASML NA), Enechange (4169 JT)
Main Points
• Tokyo shares slide on Wall St weakness, yield curve tweaking talk
• Will earnings season be as strong as expected?
• DRAM prices slipping as NAND continues higher
• Nidec’s subdued FY23 Q2 results
• Enechange introduces new services based on electricity data liberalisation
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

Lindsay Whipp

Pelham Smithers

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