- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 26 Jan: Lower on Intel, Renesas news and fall in Tokyo inflation / Koa Corp Q3 / Write-downs in Q3 for Shin-Etsu / Honda, GM's HFC system production / Fanuc, HCM results suggest upside / Strong FY24 Q1 for Insource – Nikkei 225 -1
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Schieman, William Nestuk and Hiroyuki TeradaTags: Hitachi (6501 JT), NEC Corp (6701 JT), Renesas (6723 JT), Mitsubishi UFJ (8306 JT), Intel (INTC US), Advantest (6857 JT), Disco (6146 JT), Lasertec (6920 JT), Murata Mfg (6981 JT), Rakuten (4755 JT), Dip (2379 JT), i-mobile (6535 JT), Hakuten (2173 JT), Koa Corp (6999 JT), Shin-Etsu Chemical (4063 JT), Shin-Etsu Polymer (7970 JT), Honda Motor (7267 JT), General Motors (GM US), Isuzu Motors (7202 JT), Komatsu (6301 JT), Fanuc (6954 JT), HCM (6305 JT), Insource (6200 JT)
Main Points
• Tokyo shares fall on Intel, Renesas news, sharp fall in Tokyo inflation
• Jan Tokyo CIP up just +1.6% YoY as prices fall MoM
• Koa Corp’s FY23 Q3 OP falls -48% YoY, but beat expectations
• Shin-Etsu’s FY23 Q3 OP affected by one-time write-downs
• Honda and GM start hydrogen fuel cell system production
• Fanuc’s FY23 Q3 OP beats consensus
• HCM’s FY23 Q3 suggests strong FY24
• Insource’s FY24 Q1 performance shows improved profitability
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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