PSA Today 7 April: Fed minutes sends Japan lower / China lockdown threatens already weak smartphone market / Samsung's Q1 OP +50% YoY / Semiconductor lead time still rising / Global auto sales under pressure – Nikkei 225 -1.69%
Japan Market Comment by Pelham Smithers and Julie BooteTags: Astellas (4503 JT), Daiichi Sankyo (4568 JT), Shanghai Fosun Pharmaceutical (2196 HK), Alfresa (2784 JT), Nippon Shinyaku (4516 JT), Honda (7267 JT), Sony (6758 JT), GM (GM US), Nvidia (NVDA US), Lasertec (6920 JT), Tokyo Electron (8035 JT), Ulvac (6728 JT), Giftee (4449 JT), Sansan (4443 JT), Huawei, Xiaomi (1810 HK), Oppo, Vivo, Apple (AAPL US), Samsung Electronics (005930 KS), Qualcomm (QCOM US), AMD (AMD US), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda (7261 JT)
Main Points
• Release of Fed meeting minutes helps send Japan shares 1.5% lower
• China lockdown threatens already weak smartphone market
• Samsung’s 1Q 2022 OP +50% YoY
• Semiconductor order lead time continues to rise despite production ramp up
• Global auto sales under pressure
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.