PSA Today 6 Jan: Weak yen supports market / Kioxia-WDC merger concept revived / Awaiting Yaskawa's Q3 results for insights on China lockdown / Shift Inc FY23 Q1 preview – Nikkei 225 +0.59%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: Samsung Electronics (009530 KS), Renesas (6723 JT), Shinko Electric (6967 JT), Toshiba (6502 JT), Kioxia, Western Digital (WDC US), Tokyo Electron (8035 JT), Applied Materials (AMAT US), Sony (6758 JT), Honda (7267 JT), Qualcomm (QCOM US), Nintendo (7974 JT), Eisai (4523 JT), Apple (AAPL US), Micron (MU US), GlobalWafers (6488 TT), TSMC (2330 TT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Yaskawa Electric (6506 JT), Shift Inc (3697 JT)
Main Points
• Weak yen provides market fillip despite Nasdaq sell-off
• The Kioxia / WDC merger concept is revived
• GlobalWafers notes weaker wafer demand
• Yaskawa to offer insight into China lockdown with Q3 release on 10 Jan
• Shift Inc FY23 Q1 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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