- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 8 Aug: Quiet outside earnings / Topix 100's OP / Q1 results for TEL, SoftBank, NTT Data, Daifuku / Nissha hikes guidance again / Isuzu and Fujikura jump on Friday's results / Nabtesco's FY22 / Mercari's FY22 beat – Nikkei 225 +0.
Main Points• Earnings results liven up an otherwise quiet market
• Topix 100 OP -1% YoY through Friday
• Tokyo Electron 1Q OP -17% YoY
• SoftBank 1Q FY22 Pre-tax Loss ¥3.2tril
• Nissha hikes FY22 guidance a second time
• Market reacts positively to Isuzu’s Q1 results
• Daifuku Q1 ¥10.2bil (-2% YoY) despite ¥2.8bil weak yen boost
• Nabtesco to pass on costs in FY23
• Fujikura soars 16% on record OP
• Mercari’s FY22 beats
• NTT Data beats consensus estimates for FY22 Q1, but only maintains forecasts
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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