PSA Today 24 Oct: Tokyo higher despite HK slump / Mobile game sales down again / Smartphone image sensor market weak / Nidec's sold FY22 Q2 – Nikkei 225 +0.31% / ¥$149.18
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William NestukTags: Renesas (6723 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Torex Semiconductor (6616 JT), MEC (4971 JT), SRE Holdings (2980 JT), Visional (4194 JT), Nidec (6594 JT), Tokyo Steel (5423 JT), Konami (9766 JT), Anycolor (5032 JT), Toei Animation (4816 JT), Sumitomo Pharma (4506 JT), Myovant Sciences (MYOV US), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT), Mixi (2121 JT), Sony (6758 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), Huawei, Apple (AAPL US), Guangzhou Automobile Group (2238 HK), Stellantis (STLA US)
Main Points
• Tokyo shares close higher, but Hong Kong slump deflates optimism
• Mobile games sales -12.4% YoY in week to 16 Oct
• Smartphone image sensor market in H1 CY22 down 5.5% YoY
• Nidec reports solid FY22 Q2 earnings
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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