PSA Today 24 Oct: JGB yields retreat on weak PMI data / PMI in the limelight / Spider-man 2: 2.5mil copies sold in 24hrs / Koa Q2, Shimano Q3 / Previewing HCM - Nikkei 225 +0.20%PSA Today 20 Oct: CPI respite amid gloom / Daiichi Sankyo's t
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Will Nestuk and Thao NguyenTags: Hoya (7741 JT), Lasertec (6920 JT), Astellas (4503 JT), Seagen (SGEN US), Merck (MRK US), Nidec (6594 JT), Sony (6758 JT), CyberAgent (4751 JT), Koei Tecmo (3635 JT), Monex (8698 JT), GMO Internet (9449 JT), Smaregi (4431 JT), Nintendo (7974 JT), Microsoft (MSFT US), Koa (6999 JT), Shinko Electric (6967 JT), Shimano (7309 JT), HCM (6305 JT), Komatsu (6301 JT)
Main Points
• Tokyo shares make small gains as JGB yields retreat on weak PMI data
• Japan PMI data comes into the limelight
• Spider-man 2 sells 2.5mil copies in 24hrs
• Koa FY23 Q2 OP ¥0.9bil -80% YoY
• Shimano FY23 (Dec) Q3 OP -60% YoY
• HCM earnings preview: strong Q2 OP likely on Thursday 26 Oct
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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