- Julie Boote
- Lindsay Whipp
- Thao Nguyen
- William Nestuk
PSA Today 25 Oct: Fed rate pause hopes help Tokyo / Nidec's 2Q / Previewing Shin-Etsu Chem / Previewing HCM and Komatsu / TIS 2Q preview – Nikkei 225 +1.02% / ¥$148.98
Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippTags: Nidec (6594 JT), Lasertec (6920 JT), Keyence (6861 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Organo Corp (6368 JT), Canon Electronics (7739 JT), Canon Marketing (8060 JT), Canon Inc (7751 JT), Toyota Motor (7203 JT), BYD (1211 HK), Tesla (TSLA US), Eisai (4523 JT), Chugai Pharmaceutical (4519 JT), GA Technologies (3491 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Hitachi Construction Machinery (6305 JT), Komatsu (6301 JT), TIS Inc (3626 JT), NTT Data (9613 JT)
Main Points
• Hopes of a pause in rate hikes by the Fed lifts markets
• Positive reaction to Nidec’s Q2 results
• Shin-Etsu, focus remains on PVC and wafers
• HCM and particularly Komatsu: good H1 results we expect
• TIS FY22 Q2 earnings 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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.