Pelham Smithers Associates Ltd - PSA Today 8 July: Subdued / Shin-Etsu update / Resonac in IC package consortium / Sansan FY23 Q4 preview / The Enechange saga / Good Treasure Factory KPIs – Nikkei 225 -0.32% | ¥$160.72

Report

Pelham Smithers Associates Ltd

Hiroyuki Terada ...

Joel Scheiman
Lindsay Whipp
Nia Dokova
Pelham Smithers

PSA Today 8 July: Subdued / Shin-Etsu update / Resonac in IC package consortium / Sansan FY23 Q4 preview / The Enechange saga / Good Treasure Factory KPIs – Nikkei 225 -0.32% | ¥$160.72

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Lindsay Whipp, Hiroyuki Terada and Nia Dokova
Tags: Canon (7751 JT), Daikin (6367 JT), Taiyo Yuden (6976 JT), Kawasaki Kisen (9107 JT), Yaskawa Electric (6506 JT), Enechange (4169 JT), Kobayashi Pharma (4967 JT), Shin-Etsu Chemical (4063 JT), Nissan Chemical (4021 JT), Mimasu Semiconductor (8155 JT), Westlake Corp (WLK US), Resonac (4004 JT), Azimuth Industrial Co (pvt), KLA Corp (KLAC US), MEC Co (4971 JT), Ulvac Inc (6728 JT), NAMICS Corp (pvt), Tokyo Ohka Kogyo (4186 JT), Towa Corp (6315 JT), Sansan (4443 JT), SBI Sumishin Net Bank (7163 JT), Money Forward (3994 JT), Freee KK (4478 JT), PKSHA (3993 JT), KPMG AZSA (pvt), Treasure Factory (3093 JT)
Main Points
• ETF selling and weak wage data sends Japan lower
• Shin-Etsu Chemical: PVC and electronic materials update
• Resonac and others form US-Japan IC package consortium
• Sansan: FY23 Q4 preview
• Enechange shares rise after "continuation" and "extraordinary" shareholders meetings set and auditor to end contract
• Treasure Factory KPIs continue to come in ahead of guidance

08/07/2024 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

Hiroyuki Terada

Joel Scheiman

Lindsay Whipp

Nia Dokova

Pelham Smithers

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PSA Today 8 July: Subdued / Shin-Etsu update / Resonac in IC package consortium / Sansan FY23 Q4 preview / The Enechange saga / Good Treasure Factory KPIs – Nikkei 225 -0.32% | ¥$160.72

PSA Media & Entertainment: Nintendo (7974 JT) Reports 2.2mil Customers in Japanese Lottery for Switch 2

PSA Today 24 April: Tech hardware bid up / April PPI / Nintendo Switch2 demand / Nidec FY24 / Hino / Sumitomo Rubber hikes prices in US / Chugai Q1 beat / Insource revises up – Nikkei 225 +0.49% | ¥$142.71

PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus List Constituent – Switching Systems

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