- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 31 July: Up on weak yen, strong earnings / Q1 results for Murata, Panasonic, Hoya / Nabtesco cuts full year guidance / Komatsu's dividend likely 4.5% / TIS Q1 preview – Nikkei +1.26% | ¥$142.05
Main Points• Tokyo shares bounce on weak yen, strong earnings
• Murata FY23 Q1 OP -45% YoY
• Panasonic FY23 Q1 OP +42% YoY
• Hoya FY23 Q1 OP -26% YoY
• Nabtesco cuts full-year OP by -27% on robotics caution
• Komatsu dividend yield likely 4.5%
• TIS FY23 Q1 preview
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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