PSA Today 8 Oct: Down on lack of China stimulus, higher oil px / BoJ's upbeat regional report / Readacross from Samsungs weak Q3 / Tough times ahead for Suzuki/ Money Forward Q3 preview / Omron, JMDC's data solutions efforts – Nikkei 225 -1
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp and Nia DokovaTags: Shiseido (4911 JT), Daikin (6367 JT), Fanuc (6954 JT), Advantest (6857 JT), Hoya (7741 JT), Hitachi (6501 JT), Fujitsu (6702 JT), Fujikura (5803 JT), PKSHA (3993 JT), Nintendo (7974 JT), Samsung Electronics (005930 KS), Nvidia (NVDA US), Micron (MU US), TSMC (2330 TT), Intel (INTC US), SK Hynix (000660 KS), Tokyo Electron (8035 JT), Disco (6146 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Money Forward (3994 JT), Freee KK (4478 JT), Omron (6645 JT), JMDC (4483 JT)
Main Points
• Tokyo shares slide on China stimulus disappointment, oil price rise
• BoJ publishes upbeat regional report
• Weak Samsung Q3 numbers, stronger than expected IC shipments show complicated chip sector picture
• Suzuki faces deteriorating market conditions in India
• Money Forward FY24 Q3 preview
• Omron and JMDC present ambitious plans for joint Data Solutions businesses
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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