PSA Today 25 July: US recession fears / US and Japan tech results will ask different questions / Koei Tecmo's Q1 / Canon's subsidiaries / Previewing NRI's Q2 – Nikkei 225 -0.77%
Japan Market Comment by Pelham Smithers and Lindsay WhippTags: Eisai (4523 JT), Biogen (BIIB US), Tokyo Steel (5423 JT), Demae-can (2484 JT), Koei Tecmo (3635 JT), Koa Corp (6999 JT), Meta (FB US), Snap (SNAP US), Amazon (AMZN US), Canon Marketing (8060 JT), Canon (7751 JT) Canon Electronics (7739 JT), Nomura Research Institute (4703 JT), NTT Data (9613 JT), TIS Inc (3626 JT)
Main Points
• Tokyo sees profit-taking amid rising US recession fears
• Upcoming corporate results week: US and Japan tech asks different questions
• Koei Tecmo 1Q OP +20% YoY
• Canon’s listed subsidiaries deliver strong June quarter earnings
• NRI FY22 Q1 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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