Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 28 Apr: Higher on BoJ Decision / Various Sectors / Earnings – Nikkei 225 +1.75%

PSA Today 28 Apr: Higher on BoJ Decision / Various Sectors / Earnings – Nikkei 225 +1.75%

Main Points
• Tokyo shares trade higher on BoJ decision, strong earnings numbers
• Shinko 4Q FY21 OP ¥18.9bil +124% YoY
• Alps Alpine 4Q FY21 OP ¥7.3bil +65% YoY
• Tokuyama rises on FY21 earnings beat
• Murata 4Q OP ¥88bil +20% YoY
• Hino reports FY21 Q4 operating loss
• Denso surprises with strong FY22 OP guidance
• Komatsu, unlike HCM, looks to higher FY22 earnings
• Nabtesco Q1 disappoints
• Mercari’s FY22 Q3 results and FY22 guidance miss
• NRI misses FY21 Q4 consensus estimates, forecasts slower FY22 OP growth
• Cybozu teams up with Ricoh to accelerate sales of Kintone
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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