Pelham Smithers Associates Ltd - PSA Today 3 Aug: Higher as USD rebounds / Q1s for Nintendo, Taiyo Yuden, Ricoh, Subaru / Daikin: tail up / Previewing NTT Datas Q1 – Nikkei 225 +0.53%

Report

Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 3 Aug: Higher as USD rebounds / Q1s for Nintendo, Taiyo Yuden, Ricoh, Subaru / Daikin: tail up / Previewing NTT Data's Q1 – Nikkei 225 +0.53%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Sysmex (6869 JT), Lasertec (6920 JT), Sekisui House (1928 JT), KDDI (9433 JT), Daikin Industries (6367 JT), NOK Corp (7240 JT), JSR (4185 JT), AGC (5201 JT), Subaru (7270 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Kawasaki Kisen (9107 JT), Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), Bandai Namco (7832 JT), CyberAgent (4751 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Microsoft (MSFT US), Taiyo Yuden (6976 JT), Murata Manufacturing (6981 JT), TDK (6762 JT), Ricoh (7752 JT), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), NTT Data (9613 JT), NTT Corp (9432 JT), TIS Inc (3626 JT)
Main Points
• Tokyo trades higher as dollar rebounds
• Nintendo 1Q FY22 OP -15% YoY
• Taiyo Yuden 1Q OP -13% YoY
• Ricoh 1Q FY22 OP +70% YoY
• Subaru reports FY22 Q1 earnings
• Daikin hits highest level in 6 months
• NTT Data FY22 Q1 earnings preview

03/08/2022 1 EN

Provider

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 3 Aug: Higher as USD rebounds / Q1s for Nintendo, Taiyo Yuden, Ricoh, Subaru / Daikin: tail up / Previewing NTT Data's Q1 – Nikkei 225 +0.53%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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