PSA Today 25 Oct: Up on China stimulus, SOX / IC growth estimates / MSFT's Xbox results / Mtb Motors and Ampere / Dull Cybozu / OBC seeing strong demand – Nikkei 225 +0.67% | ¥$149.89
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippTags: Shimano (7309 JT), Obic Business Consultants (4733 JT), Koa (6999 JT), Obic (4684 JT), Hino Motors (7205 JT), Nidec (6594 JT), Kanto Denka (4047 JT), Tokyo Electron (8035 JT), Microsoft (MSFT US), Nintendo (7974 JT), Sony (6758 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), Nissan Motor (7201 JT), Tesla (TSLA US), Volkswagen (VOW GR), Cybozu (4776 JT)
Main Points
• Tokyo shares gain on China stimulus, SOX
• Bloomberg targets 9.0% CAGR IC shipment growth, 7.6% CAGR IC capex growth, through to 2032
• Microsoft Xbox results underscore gaming industry growth
• Mitsubishi Motors to invest in Ampere
• Cybozu’s monthly sales continue their mediocre growth
• OBC raises FY23 forecasts on strong demand
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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