PSA Today 5 July: End of 5-day run; weak spending data, yen up / KHI share strength / Yaskawa droops / Previewing Money Forward's FY24 Q2 / Kakuyasu's June sales – Nikkei 225 flat | ¥$160.64
PSA Today Japan Market Comment by Julie Boote, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Mitsui OSK (9104 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Isetan Mitsukoshi (3099 JT), Mercari (4385 JT), ZOZO (3092 JT), Enechange (4169 JT), Nintendo (7974 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Screen (7735 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Lasertec (6920 JT), Disco (6146 JT), Tokyo Ohka Kogyo (4186 JT), Kawasaki Heavy Industries (7012 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Money Forward (3994 JT), Kakuyasu Group (7686 JT)
Main Points
• Weak spending data and yen strength snaps gains
• KHI recovers
• Yaskawa Q1: big miss
• Money Forward: FY24 Q2 preview
• Kakuyasu’s June sales; anticipating the Olympics effect
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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