PSA Today 4 Aug: Topix flat, Nikkei up / Considering results so far / June's semi shipments / Q1 results for SQE, Nikon, Toyota Motor / Considering Z Holdings – Nikkei 225 +0.53 %
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenTags: Tokyo Electron (8035 JT), SoftBank Group (9984 JT), Advanced Micro Devices (AMD US), Alibaba (BABA US) Casio (6952 JT), Show Denko (4004 JT), Nomura Holdings (8604 JT), Toyota Motor (7203 JT), Kao Corp (4452 JT), Orix Corp (8591 JT), JFE (5411 JT), Nintendo (7974 JT), CyberAgent (4751 JT), Sega Sammy (6460 JT), Asahi Kasei (3407 JT), Nippon Shokubai (4114 JT), Mitsubishi Chemical Group (4188 JT), Nitto Boseki (3110 JT), Hoya (7741 JT), Shin-Etsu Chemical (4063 JT), Panasonic (6752 JT), Mitsubishi Electric (6503 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), Hitachi (6501 JT), Sony (6758 JT), Kubota (6326 JT), TSMC (2330 TT), Square Enix (9684 JT), Nikon (7731 JT), Subaru (7270 JT), Z Holdings (4689 JT), Rakuten (4755 JT)
Main Points
• Nikkei 225 gains on flat day, aided by SPE names, SoftBank
• Japan’s results season so far: Duller than expected, and a bit more disappointing than expected
• June semiconductor shipments +10% YoY
• Square Enix 1Q FY22 OP -17%
• Nikon 1Q FY22 OP -23% YoY, revises up
• Toyota leaves guidance unchanged
• Z Holdings sold off post earnings
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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