- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 27 Oct: Recovering the 31,000 level / Tokyo Oct CPI / Hitachi Q2 / Lower Hino / Honda and GM / Komatsu Q2 / Genki NRI – Nikkei 225 +1.24% | ¥$150.18
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippTags: Intel (INTC US), Fujitsu (6702 JT), Takeda Pharmaceutical (4502 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Capcom (9697 JT), Tokuyama (4043 JT), Sumitomo Chemical (4005 JT), Toho Titanium (5727 JT), Shin-Etsu Polymer (7970 JT), Nexon (3659 JT), Nintendo (7974 JT), Peptidream (4587 JT), Bristol Myers Squibb (BMY US), Net Protections (7383 JT), Worldline (WLN FP), Hitachi (6501 JT), Shin-Etsu Chemical (4063 JT), Hoya (7741 JT), AGC Inc (5201 JT), Hino Motor (7205 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), General Motors (GM US), Komatsu (6301 JT), HCM (6305 JT), BNT (pvt), Rio Tinto (Rio LN), Anglo American (AAL LN), Nomura Research Institute (4307 JT)
Main Points
• Nikkei 225 recovers 31,000 level on earnings, Asian share buybacks
• Tokyo CPI for October: High street inflation remains bad, but no worse than before
• Hitachi FY23 Q2 OP +13% YoY
• Hino substantially lowers FY23 guidance numbers
• Honda and GM drop affordable EV collaboration plans
• Komatsu FY23 Q2 OP only 7% above consensus; full-year OP raised by 11%
• NRI shares rise as it raises forecasts, hikes dividend
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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