Pelham Smithers Associates Ltd - PSA Today 30 Jan: Mixed day ahead of a deluge of earnings / Capcom, NEC, Omron 3Qs / Japans assemblers weak Dec 22 / TIS 3Q preview / NRIs 3Q – Nikkei 225 +0.19%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 30 Jan: Mixed day ahead of a deluge of earnings / Capcom, NEC, Omron 3Qs / Japan's assemblers' weak Dec 22 / TIS 3Q preview / NRI's 3Q – Nikkei 225 +0.19%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Tags: Fanuc (6954 JT), Nintendo (7974 JT), Yaskawa Electric (6506 JT), Amada (6113 JT), Nissan Motor (7201 JT), Renault (RNO FP), Sekisui Chemical (4204 JT), Net Protections (7383 JT), SBI Neo Financial Services, Capcom (9697 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), NetMarble (251270 KS), NEC (6701 JT), Anritsu (6754 JT), Omron (6645 JT, Toyota Motor (7203 JT), Honda (7267 JT), Suzuki (7269 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), NTT Data (9613 JT)
Main Points
• Tokyo shares mixed ahead of busy week for earnings
• Capcom 3Q OP ¥11.4bil (+85% YoY)
• NEC Q3 OP ¥43.2bil (+80% YoY)
• Omron FY22 Q3 OP ¥31.2bil (+48% YoY)
• Japanese automakers report weak global auto production for Dec 2022
• TIS Inc FY22 Q3 earnings preview
• NRI FY22 Q3 misses consensus estimates, raises dividend

30/01/2023 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 30 Jan: Mixed day ahead of a deluge of earnings / Capcom, NEC, Omron 3Qs / Japan's assemblers' weak Dec 22 / TIS 3Q preview / NRI's 3Q – Nikkei 225 +0.19%

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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