- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 20 September 2024
Weekly Comment SummaryWhile there was no surprise about the Japanese central bank’s decision to leave rates unchanged, there were enough surprises elsewhere to beg the question “Will there be another rate hike this year?” Pelham Smithers discusses.
PSA Company Visits, Tours and Interviews
• Visited / 1-1 Calls with: Hamee (3134 JT), Park24 (4666 JT), CUC (9158 JT)
• PSA hosted a group client conference call with: ExaWizards (4259 JT)
• Presentations at: Park24 (4666 JT), Tokuyama Corp (4043)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Kakaku.com (2371 JT) Scaling Up
2. Fanuc (6954 JT) – FA Recovers While Robotics FY24 Sales Dip
3. Park24 (4666 JT) Market Consensus is Under-Estimating the Q4 Seasonal Boost to Park24’s Mobility Business
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. iPhone 16 Launch Sales: Good or Bad? Well, It’s Complicated
2. Does the PS5 Pro Pricing Explain the Switch 2 Launch Delay?
3. Images of “Switch 2 Protype” Appear on Reddit
4. Video Games Round-up
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Hitachi Looks to Build Flea-Market Styled Plastic Recycling Platform
6. Other News & Moves That Caught Our Eye
Chemicals / Materials
7. Asahi Kasei to Sell its Medical Business
8. Sumitomo Chemical Lowers its Bakelite Holding
9. Other News & Moves That Caught Our Eye
Autos / New Mobility
10. Chinese Automakers Under Pressure
11. Sharp Unveils Intriguing Concept EV
12. Sharp Adopts Japan’s ‘EV-as-A-Space’ Angle
Auto Parts / Machinery / Capital Goods
13. Machinery Orders Remain Healthy as Order Leadtime Hits 66 Weeks
14. KHI & MHI Eke Out Gains
15. Fujikura Romps Past Price Target
Pharma / Healthcare
16. Sysmex Applies For Alzheimer’s Blood Test Approval in Japan
17. Shimadzu News Round-Up
18. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
19. Park24’s Encouraging Q3 Results
20. Record Level of Tourists for August
Miscellaneous / Market / Strategy / Macro
21. CPI, Not BoJ May Be Key Event
22. Japan CPI +3.0% YoY in August
23. Other News & Moves That Caught Our Eye
List of Recently Published PSA Reports
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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