PSA Today 6 Feb: Higher on yen weakness, BoJ talk / Sony's latest PS5 sales / Tokyo Seimitsu / JSR's guidance / Denso, TOY Ind, Daikin / Previewing NTT Data's 3Q - Nikkei 225 +0.67%
Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen, and Lindsay WhippTags: Mitsubishi Corp (8058 JT), Shell (SHEL LN), Sumitomo Corp (8053 JT), Denso (6902 JT), Minebea Mitsumi (6479 JT), Eisai (4523 JT), Sumitomo Bakelite (4203 JT), Boeing (BA US), NTT Data (9613 JT), Nomura Research Institute (4307 JT), TIS (3626 JT), Z Holdings (4689 JT), CyberAgent (4751 JT), Anycolor (5032 JT), GA Technologies (3491 JT), Sony (6758 JT), Nintendo (7974 JT), Tokyo Seimitsu (7729 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Toyota Motor (7203 JT), Toyota Gosei (7282 JT), Toyota Industries (6201 JT), Daikin Industries (6367 JT), NTT Corp (9432 JT), Alphabet (GOOG US), Microsoft (MSFT US), Amazon (AMZN US), Salesforce (CRM US)
Main Points
• Tokyo shares close higher on yen weakness, BoJ report
• Sony sells 60,000 PS5s in Japan in week to 29 Jan
• Tokyo Seimitsu’s FY22 3Q orders -46% YoY
• JSR slashes Q4 guidance on weak IC markets
• Denso rallies on rising expectations
• Toyota Industries falls back as we expected
• Daikin Q3 preview: strong OP +33% YoY but only small upgrade to full-year OP
• NTT Data FY22 Q3 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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