- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 5 April: SOX fall spillover / Yaskawa discomfort / Subaru's updated Forester / Enechange's SPC accounting pickle – Nikkei 225 -1.96% | ¥$151.29
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippTags: Keyence Corp (6861 JT), M3 Inc (2413 JT), SMC Corp (6273 JT), Disco (6146 JT), Square Enix (9684 JT), Yaskawa Electric (6506 JT), OSG (6136 JT), Nachi-Fujikoshi (6474 JT), Minebea Mitsumi (6479 JT), Toyota Motor (7203 JT), Hoya Corp (7741 JT), Subaru (7270 JT), Enechange (4169 JT)
Main Points
• Tech-laden Nikkei 225 falls on SOX slump overnight
• Yaskawa FY23 comes in-line
• Subaru to launch new Forester
• Enechange: consolidation of SPC impacts 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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