- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 29 Jan: Rebound / Tokyo Metro IPO / Video Games / Koei Tecmo's FY23 Q3 / Canon Marketing's FY24 outlook disappoints / Considering Fanuc, HCM / Toyota Industries engine issues / NRI FY23 Q3 preview / CUC's FY23 Q3 - Nikkei 225 +0.7
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: ENEOS (5020 JT), Mitsubishi Heavy Industries (7011 JT), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Hino Motors (7205 JT), Daihatsu (unlisted), Bandai Namco (7832 JT), Sony (6758 JT), Nintendo (7974 JT), Intel (INTC US), Lasertec (6920 JT), Renesas (6723 JT), Nitto Denko (6988 JT), Hitachi Construction Machinery (6305 JT), Shin-Etsu Chemical (4063 JT), Fanuc (6954 JT), Koa Corp (6999 JT), Japan Exchange Group (8697 JT), Canon (7751 JT), ASML (ASML NA), NTT Corp (9432 JT), Tokyo Metro (pvt), Fujitsu (6702 JT), Panasonic (6752 JT), Socionext (6526 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Koei Tecmo (3635 JT), Nexon (3659 JT), Akatsuki Inc (3932 JT), Canon Marketing (8060 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Komatsu (6301 JT), HCM (6506 JT), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), NTT Data (9613 JT), Shift Inc (3697 JT), BayCurrent Consulting (6532 JT), CUC Inc (9158 JT)
Main Points
• Tokyo shares rebound on China support measures, higher oil prices
• Tokyo Metro set to IPO as government fire sale gets underway
• Video games round up
• Koei Tecmo: FY23 Q3 OP +39% YoY
• Canon Marketing: FY23 OP +22% YoY, disappoints on FY24 forecast
• Fanuc slightly lower as better pricing offset by weak demand concerns
• Komatsu inches up on coal / copper demand
• Toyota Industries updates engine issue
• NRI FY23 Q3 preview
• The performance of CUC’s existing businesses improved YoY
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.