- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 26 Apr: Bounce / Slumping CPI / AI plays guide / Murata's Q4 shocker / Trailing TDK / Sekisui Chem and housing / Komatsu / Denso/ Enechange / Insource – Nikkei 225 +0.81% | ¥$156.65
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Microsoft (MSFT US), JD.com (9618 HK), Meituan (3690 HK), Shin-Etsu Chemical (4063 JT), Fujitsu (6702 JT), Hino Motors (7205 JT), Disco (6146 JT), Keyence (6861 JT), Fanuc (6954 JT), Astellas (4503 JT), UBE (4208 JT), CyberAgent (4751 JT), Canon (7751 JT), Nidec (6954 JT), Socionext (6526 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Zeon Corp (4205 JT), JAE (6807 JT), (Meta (META US), Murata Mfg (6981 JT), TDK (6762 JT), Sekisui Chemical (4204 JT), Komatsu (6301 JT), HCM (6305 JT), Denso (6902 JT), Enechange (4169 JT), Insource (6200 JT), TKP (3479 JT)
Main Points
• Tokyo shares bounce on Microsoft earnings, BoJ staying pat
• Tokyo CPI slumps in April
• Japan’s AI-plays deliver mixed guidance
• Murata barely breaks even in Q4 disappointment
• TDK’s FY24 guidance trails consensus
• Sekisui Chemical to work on housing profitability
• Komatsu: share buyback very positive
• Denso: strong guidance despite big FY23 OP miss
• Enechange: an update and correction to 5 April daily entry
• Insource bounces on revision 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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