PSA Today 24 Jan: Encouraged by higher Wall Street / Sony's The Last of Us / Disco's 3Q / Oh Nagamori / Genki Daifuku / Previewing 3Q for Fanuc, NRI - Nikkei 225 +1.46%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: Hoya (7741 JT), SoftBank Group (9984 JT), Advanced Micro Devices (AMD US), Lasertec (6920 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Renesas (6723 JT), Torex Semiconductor (6616 JT), Nidec (6594 JT), Disco (6146 JT), Obic (4684 JT), Net Protections (7383 JT), Sumco (3436 JT), Warner Bros Discovery (WBD US), Sony (6758 JT), Daifuku (6383 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Nomura Research Institute (4307 JT)
Main Points
• Tokyo shares follow Wall Street higher, led by large caps
• The Last of Us TV show continues to put up impressive numbers
• Disco 3Q FY22 OP ¥24.3bil (+4% YoY)
• Nidec slashes forecast on weak demand
• Daifuku recovers ¥7,000 level
• Fanuc Q3 preview; 27 Jan release
• NRI FY22 Q3 earnings preview
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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