PSA Today 23 Oct: Weak yen starting to impact / Why is anime doing so well? / Nidec's FY24 Q2 / IHI's aero-engine division / Otsuka riding rare disease wave - Nikkei 225 -0.80%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: Renesas (6723 JT), Toyota (7203 JT), Denso (6902 JT), Subaru (7270 JT), GM (GM US), Mitsubishi Heavy Industries (7011 JT), Murata (6981 JT), Nidec (6594 JT), Tokyo Metro (9023 JT), SoftBank Corp (9434 JT), SoftBank Group (9984 JT), Disco (6146 JT), Shift (3697 JT), Konica Minolta (4902 JT), Sony (6758 JT), Toei Animation (4816 JT), Toho (9602 JT), Netflix (NFLX US), KLab (3656 JT), Akatsuki (3932 JT), Sega Sammy (6460 JT), Toei (9605 JT), Nidec (6495 JT), IHI (7013 JT), Otsuka Holdings (4578 JT), Microport Scientific (853 HK)
Main Points
• Weak yen starting to impact
• Why is animé doing so well?
• Nidec FY24 Q2 OP above estimates
• IHI Aero-Engine presentation: dull OPM guidance
• Otsuka rides rare disease wave with sibeprenlimab update
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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