Pelham Smithers Associates Ltd - PSA Today 30 Sep: Micron and CarMax numbers upset shares in Tokyo / Bad news day for semi plays / Akio Toyoda on EVs – Nikkei 225 -1.83%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers

PSA Today 30 Sep: Micron and CarMax numbers upset shares in Tokyo / Bad news day for semi plays / Akio Toyoda on EVs – Nikkei 225 -1.83%

Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Micron (MU US), CarMax (KMX US), Tesla (TSLA US), General Motors (GM US), Ford (F US), Nissan Motor (7201 JT), Subaru (7270 JT), Denso (6902 JT), Nidec (6594 JT), Sysmex (6869 JT), Lasertec (6920 JT), Sony (6758 JT), Nintendo (7974 JT), Konami (9766 JT), Electronic Arts (EA US), Eisai (4523 JT), Biogen (BIIB US), Shinsei Bank (8303 JT), SBI Holdings (8473 JT), Lovable Marketing (9254 JT), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Toshiba (6502 JT), Kioxia, Western Digital (WDC US), Advantest (6857 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Shinko Electric (6967 JT), Ibiden (4062 JT), Unimicron (3037 TT), TSMC (2330 TT), Renesas (6723 JT), Mercedes-Benz (MBG GY), Tokyo Electron (8035 JT), Toyota Motor (7203 JT), VW (VOW GY)
Main Points
• Micron, CarMax results send Tokyo shares reeling
• Bad news day for semiconductor sector
• Akio Toyoda challenges EV expectations

30/09/2022 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

Pelham Smithers

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PSA Today 30 Sep: Micron and CarMax numbers upset shares in Tokyo / Bad news day for semi plays / Akio Toyoda on EVs – Nikkei 225 -1.83%

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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