PSA Today 25 July: Sidelined from Asia / NTT's "activist" shareholder / Koa Q1, Shimano Q2 / Shin-Etsu, Sumco expand / Construction machinery / Fujitsu General, Daikin – Nikkei 225 -0.06% | ¥$141.56
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Nio (NIO US), XPeng (XPEV US), Lasertec (6920 JT), Socionext (6526 JT), Development Bank of Japan, Fujitsu (6702 JT), Panasonic (6752 JT), Renault (RNO FP), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), Hexagon Purus (HPUR NO), NTT (9432 JT), Seven & I (3382 JT), KDDI (9433 JT), Koa Corp (6999 JT), Murata Mfg (6981 JT), Shimano (7309 JT), Corsair (CRSR US), Shin-Etsu Chemical (4063 JT), Mimasu Semiconductor (8155 JT), Sumco (3436 JT), HCM (6305 JT), Komatsu (6301 JT), Daikin (6367 JT), Takeuchi (6432 JT), SHI (6302 JT), Fujitsu General (6755 JT)
Main Points
• Japan shares sidelined as investors focus on China reflation story
• Might NTT lose its “activist” shareholder?
• Koa reports FY23 Q1 OP -68% YoY
• Shimano reports FY23 Q2 OP -40% YoY
• Shin-Etsu group and Sumco plan more leading-edge wafers
• Construction machinery still ascending
• Fujitsu General Q1 disappoints but Daikin up
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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