Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today Feb 5: Support from Wall Street, the yen, and oil / Subaru suffers on chip shortage / Daifuku's Q3: dialling it down / NTT Data's good numbers – Nikkei +1.54%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, and Lindsay Whipp
Nikkei ¥28,779.19 (+¥437.24 / +1.54%); Topix ¥1,890.95 (+¥25.83 / +1.38%); ¥/$105.36
Tags: Kia Motors (000270 KS), Apple (AAPL US), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), Sony (6758 JT), Chugai Pharmaceutical (4519 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Mazda Motor (7261 JT), Ricoh (7752 JT), Qualcomm (QCOM US), Lasertec (6290 JT), NEC (6701 JT), Subaru (7270), Daifuku (6383 JT), Fanuc (6954 JT), Toyota Industries (6201 JT), NTT Data (9613 JT)
Main Points
• Wall Street, the yen, and oil all supportive
• Subaru lowers forecast on chip shortage
• Daifuku’s Q3: dialling it down
• NTT Data beats market estimates
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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