- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 28 July: Wall Street, earnings / Gartner on the semiconductor industry / Earnings: Murata, Advantest, NEC, Mtb Elec, Panasonic, Dexerials, Zeon, Sekisui Chem, Nissan, Hino/ Fanuc hits 5-mth high / PayPay, Z Holdings – Nikkei +0.36
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, and Thao NguyenTags: M3 Inc (2413 JT), Shin-Etsu Chemical (4063 JT), Japan Aviation Electronics (6807 JT), Screen Holdings (7735 JT), Fanuc (6954 JT), Mitsubishi Motors (7211 JT), Mazda (7261 JT), Subaru (7270 JT), CyberAgent (4751 JT), Capcom (9697 JT), Mitsubishi Electric (6503 JT), Murata Mfg (6981 JT), Nidec (6594 JT), Yaskawa Electric (6506 JT), Sony (6758 JT), Advantest (6857 JT), Disco (6146 JT), NEC (6701 JT), Panasonic (6752 JT), Fujitsu (6702 JT), Hitachi (6501 JT), Sony (6758 JT) Dexerials (4980 JT), Zeon Corp (4205 JT), Sekisui Chemical (4204 JT), Nissan Motor (7201 JT), Hino Motors (7205 JT), Cummins (CMI US), Toyota Motor (7203 JT), Z Holdings (4689 JT), SoftBank Corp (9434 JT)
Main Points
• Tokyo higher on Wall St gains, but still cautious ahead of earnings
• Is Gartner predicting a short downturn in the semiconductor market?
• Murata Mfg 1Q FY22 OP -16% YoY
• Advantest 1Q FY22 OP +71%
• NEC, Mitsubishi Electric & Panasonic: is the upswing over for big tech?
• Market reaction to Q1: Dexerials, Zeon and Sekisui Chemical
• Nissan keeps FY22 guidance unchanged
• Hino reports FY22 Q1 results
• Fanuc highest in 5 months on price increases
• Z Holdings to consolidate PayPay
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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