- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 30 Jan: Mixed day / Jobs data / Tech results for Canon, Socionext, NEC / Sumitomo Chem's cross-holdings / Komatsu's Q3 beat / SRE Holdings' strong Q3 / Solid FY24 Q1 for MARI – Nikkei 225 +0.11% | ¥$147.30
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Shin-Etsu Chemical (4063 JT), Renesas (6723 JT), Nintendo (7974 JT), Sony (6758 JT), Japan Aviation Electronics (6807 JT), NEC Corp (6701 JT), Canon Marketing (8060 JT), Canon Inc (7751 JT), Koei Tecmo (3635 JT), Sumitomo Chemical (4005 JT), Toyota Motor (7203 JT), Toyota Industries (6201 JT), Hino Motors (7205 JT), Screen Holdings (7735 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Nikon (7731 JT), Socionext Inc (6526 JT), Aisin Corp (7259 JT), Dai Nippon Printing (7912 JT), Inabata & Co. (8098 JT), Sumitomo Pharma (4506 JT), Koei Chemical Company (4367 JT), Taoka Chemical (4113 JT), Tanaka Chemical Corp (4080 JT), Shinto Paint (4615 JT), Sumitomo Bakelite (4203 JT), Sumitomo Seika Chemicals (4008 JT), Komatsu (6301 JT), HCM (6305 JT), SRE Holdings (2980 JT), M&A Research Institute (9552 JT)
Main Points
• Tokyo shares mixed as Wall Street run continues while Hong Kong / China slide
• Latest jobs data shows job vacancies falling, searchers rising
• Canon FY23 Q4 OP +19% YoY
• Socionext FY23 Q3 OP +48% YoY
• NEC Corp FY23 Q3 OP -3% YoY
• Dissolving cross-shareholdings: Sumitomo Chemical’s position
• Komatsu’s FY23 Q3 OP +9% above consensus; positive on FY24
• SRE Holdings surges following strong FY23 Q3
• A solid FY24 Q1 performance for M&A Research Institute
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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