- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the Period 23 December 2024 to 3 January 2025
Weekly CommentHappy New Year from the Team at PSA
Pelham Smithers has published our flagship PSA Japan Perspective 2025 report, and we are busy setting up in-person and video call meetings to discuss the PSA analyst team's ideas and strategy for the year.
We wish all our clients a successful 2025.
PSA Company Visits, Tours and Interviews
• Visited: Hamee (3134 JT), Life Net Insurance (7157 JT)
• 1-1 Call with: Insource (6200 JT)
• Corporate Access: M&A Capital Partner (6080 JT)
PSA in the Press
Julie Boote was quoted by Bloomberg on the Honda / Nissan merger (paywall). /news/articles/2024-12-24/honda-shares-jump-17-as-buyback-eases-concern-over-nissan-deal/
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Japan Perspective 2025
2. Honda and Nissan Plan Merger for 2026
3. Bridgestone (5108 JT) – Managing Margin Expansion in a Challenging Environment
4. Park24 (4666 JT) 4% Dividend Yield in FY27 Attractive
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up for the week to 15 Dec
2. Video Games Industry Round-up as at 30 Dec
3. Sony Gets Tapped Up for ITV, Zee Purchases
4. Might Mario Kart 9 be a Launch Title for the Switch 2?
5. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Japan Nov SPE Billings +35% YoY
7. Fujifilm and Xerox’s acquisition of Lexmark
8. Other News & Moves That Caught Our Eye
Chemicals / Materials
9. Chemical Makers Address the ‘2024 Problem’
10. Sekisui Chemical to Mass Produce Perovskite Solar Cells
11. Winners and Losers Among Chemical Stocks
12. Other News & Moves That Caught Our Eye
Autos / New Mobility
13. Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
14. Capital Goods-Related News & Moves That Caught Our Eye
Internet / eCommerce
15. Internet / eCommerce-Related News & Moves That Caught Our Eye
Enterprise Software / IT Services
16. Shift to Conduct 15:1 Share Split
17. Cybozu’s November Sales Accelerate Following Price Hike
18. Other News & Moves That Caught Our Eye
Pharma / Healthcare
19. GNI Presents on F351 Background, Now Awaits Topline Data
20. Other News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
21. Japan’s FY25 Budget Expected to be ¥115.5tril +2.5%
22. Inflation the Issue as Economic Data Points Send Mixed Messages
23. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.