- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 26 July: Marking time / Capcom, Advantest Q1s / Considering Mimasu / Chemical stocks / Nissan raises FY23 guidance / Komatsu gains / Fujitsu General, Daikin / CyberAgent miss / Cybozu sales – Nikkei 225 -0.04% | ¥$140.67
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippTags: Obic (4684 JT), Obic Business Consulting (4733 JT), Koa (6999 JT), Fujitsu General (6755 JT), Shimano (7309 JT), Shift (3697 JT), Nvidia (NVDA US), Lasertec (6920 JT), Mimasu Semiconductor (8155 JT), Renesas (6723 JT), Capcom (9697 JT), Nintendo (7974 JT), Nissan Motor (7201 JT), Renault (RNO FP), Niantic, Sega Sammy (66460 JT), Konami (9766 JT), Advantest (6857 JT), Shin-Etsu Chemical (4063 JT), RS Technologies (3445 JT), Shin-Etsu Polymer (7970 JT), Nitto Denko (6988 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Komatsu (6301 JT), HCM (6305 JT), Fujitsu General (6755 JT), Fujitsu (6702 JT), Daikin (6367 JT), CyberAgent (4751 JT), KDDI (9433 JT), TV Asahi (9409 JT), Cybozu (4776 JT)
Main Points
• Tokyo shares mark time ahead of FOMC, BoJ Board Meeting
• Capcom FY23 Q1 OP +99% YoY
• Advantest FY23 Q1 OP -68% YoY
• Mimasu to build new wafer plant
• Chemical stocks report weak sales
• Nissan raises FY23 guidance numbers
• Komatsu renews its 5-year high
• Fujitsu General shares slump -11%, Daikin -1%
• CyberAgent: FY23 Q3 miss; FY guidance revised downward
• Cybozu June sales growth slowest since Jan 2021
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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