- Joel Scheiman
- Julie Boote
- Pelham Smithers
- William Nestuk
PSA Today 27 June: Slide on low yen / Capcom's "reissue" / May mixed for autos / Kaneka conservative? / MHI strength / Yen, Yaskawa, KHI / Considering Fujita Kanko - Nikkei 225 -0.82%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Hiroyuki TeradaTags: Nvidia (NVDA US), Screen Holdings (7735 JT), Disco (6146 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Cellseed (7776 JT), SanBio (4592 JT), Kringle (4884 JT), Enechange (4169 JT), GA Technologies (3491 JT), Nissan Motor (7203 JT), Dongfeng Motor (0489 HK), Osaka Organic (4187 JT), Capcom (9697 JT), Nintendo (7974 JT), Apple (AAPL US), Sony (6758 JT), Konami (9766 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda Motor (7261 JT), Suzuki Motor (7269 JT),Mitsubishi Motors (7211 JT), Subaru (7270 JT), Kaneka (4118 JT), MHI (7011 JT), KHI (7012 JT), Yaskawa (6506 JT), Boeing (BA US), Fanuc (6954 JT), Fujita Kanko (9722 JT), Kyoritsu Maintenance (9616 JT)
Main Points
• Japan shares slide as yen hits lowest vs dollar since 1986
• Capcom announces another “reissue” to boost FY24 performance
• Mixed May Production Results for Japanese Automakers
• Kaneka’s potentially conservative FY24 guidance
• MHI: listing high, and +25% this month
• Yen plays: Yasakawa, KHI
• Fujita Kanko’s hotel business performing well
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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