Report
Julie Boote ...
  • Pelham Smithers

PSA Today 24 Jan: Lower as market contemplates higher interest rates / Considering Sony's profit capability / Disco's FY23 Q3 / Nidec cuts FY23 profits on China EV woes – Nikkei 225 -0.80% | ¥$147.89

PSA Today Japan Market Comment by Pelham Smithers and Julie Boote
Tags: V Technology (7717 JT), ValueCommerce (2491 JT), Sony (6758 JT), Disney ()DIS US), Apple (AAPL US), Tencent (700 HK), Spotify (SPOT US), TikTok (pvt), Disco Corp (6146 JT), ASML (ASML NA), Nidec (6594 JT), Tesla (TSLA US), BYD (1211 HK), Stellantis (STLA US)
Main Points
• Tokyo shares slide as market contemplates higher interest rates
• Is Sony’s gaming division OP set to drive a 40% increase in overall profits?
• Disco FY23 Q3 OP +25% YoY
• Nidec lowers FY23 profit guidance on China EV woes
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

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