- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 31 Jan: Good basics, poor global sentiment / 3Qs for Advantest, Alps Alpine, Shinko, Lasertec / Komatsu 3Q / ZOZO guidance / Cybozu's Dec sales / SRE's Q3 miss – Nikkei 225 -0.39%
Main Points• Despite some decent macro data and earnings, Japan followed Asian markets lower
• Advantest: FY22 Q3 OP +23% YoY
• Alps Alpine: FY22 Q3 OP -16% YoY
• Shinko Electric: FY22 3Q OP -10% YoY
• Lasertec: FY23 Q2 OP -11% YoY
• Komatsu Q3 OP comes 12% ahead of consensus on strong mining
• ZOZO’s new FY22 OP guidance is below current consensus
• Cybozu Dec sales steady
• SRE Holdings FY22 Q3 misses market OP estimates
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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