Pelham Smithers Associates Ltd - PSA Today 7 Oct: A slide / AMD, Samsung / Rohms guidance / Strains on US auto financing / Yaskawa nudges down numbers / Preview of Shifts Q4 – Nikkei 225 -0.71%

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Pelham Smithers Associates Ltd

Julie Boote ...

Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 7 Oct: A slide / AMD, Samsung / Rohm's guidance / Strains on US auto financing / Yaskawa nudges down numbers / Preview of Shift's Q4 – Nikkei 225 -0.71%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: AMD (AMD US), Samsung Electronics (005930 KS), Lasertec (6920 JT), Disco (6146 JT), Rohm (6963 JT), Toshiba (6502 JT), Chubu EP (9502 JT), Orix (8591 JT), Nachi-Fujikoshi (6474 JT), OSG Corp (6136 JT), Yaskawa Electric (6506 JT), Square Enix (9684 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Activision (ATVI US), GA Technologies (3491 JT), Intel (INTC US), Nvidia (NVDA US), Renesas (6723 JT), Torex Semiconductor (6616 JT), Taiyo Yuden (6976 JT), Panasonic (6752 JT), Ulvac (6728 JT), Hioki EE (6866 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Shift Inc (4776 JT)
Main Points
• Tokyo slides on Wall Street weakness, falling real wages
• AMD, Samsung warn of problematic September quarter
• Rohm raises 1H FY22 guidance
• Deteriorating outlook for US auto financing business
• Yaskawa nudges down FY22 OP despite Q2 OP up +24% YoY
• Shift Inc FY22 Q4, FY23 outlook preview

07/10/2022 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 7 Oct: A slide / AMD, Samsung / Rohm's guidance / Strains on US auto financing / Yaskawa nudges down numbers / Preview of Shift's Q4 – Nikkei 225 -0.71%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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