PSA Today Jan 24: Steadying from poor start / Semi market in 2022 / Quarterly reports review / Anticipating Shin-Etsu's numbers from AGC preview / Daifuku is genki / Enechange's sales – Nikkei 225 +0.24%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: Renesas (6723 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Intel (INTC US), Tokyo Steel (5423 JT), Microsoft (MSFT US), Activision (ATVI US), Sony (6758 JT), Anritsu (6754 JT), Canon (7751 JT), AGC (5201 JT), Shin-Etsu Chemical (4063 JT), Daifuku (6383 JT), Fast Retailing (9983 JT), Enechange (4169 JT), Money Forward (3994 JT)
Main Points
• Market recovers from weak opening to close higher
• Will the semiconductor market turn down in 2022?
• Quarterly reporting set for review
• AGC preview underlines Shin-Etsu’s strong momentum
• Daifuku boost into FY22 from Fast Retailing
• Enechange revises up sales for a second time
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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