PSA Today 4 August: Small gains / Global Video Game Console Sales / SQE results shock / Megachips Q1 / A&D Holon's Q1 / Chemical companies results review / Suzuki Motor's ups FY guidance on FX / Considering ZHD – Nikkei 225 +0.10%% | ¥$142.
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao NguyenTags: Z Holdings (4689 JT), MHI (7011 JT), Kao Corp (4452 JT), Nintendo (7974 JT), Net One Systems (7518 JT), Asahi Kasei (3407 JT), BASE Inc (4477 JT), Nitto Boseki (3110 JT), Air Water (4088 JT), KH Neochem (4189 JT), Sony (6758 JT), Microsoft (MSFT US), Activision (ATVI US), Square Enix (9684 JT), Capcom (9697 JT), Marvelous (7844 JT), A&D Holon (7745 JT), Lasertec (6920 JT), Megachips (6875 JT), SiTime (SITM US), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Rabigh Refining & Petrochemical Co. (PETROR AB SA), Mitsubishi Chemical Group (4188 JT), Nippon Sanso (4091 JT), Tosoh (4042 JT), Mitsui Chemicals (4183 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), ASKUL (2678 JT), ZOZO (3092 JT)
Main Points
• Tokyo shares make small gains on widening yield spreads
• Global video game console sales in June +43% YoY
• Square Enix FY23 Q1 OP -79% YoY
• Megachips FY23 Q1 OP +42% YoY
• A&D Holon FY23 Q1 OP Falls Short
• Review of major chemical earnings this week
• Suzuki raises FY23 guidance numbers on currency
• Z Holdings’ shares surged as cost cuts progressed ahead of plan
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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