- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
As Rishi Sunak found out, when your party’s popularity is low and you’ve got time on your hands, you shouldn’t call a snap election. Yet that’s what both Fumio Kishida – three years ago – and now Shigeru Ishiba, have done.
Kishida got away with it, but he may have set a trap for his successor.
Pelham Smithers discusses whether Ishiba might lose the upcoming election.
PSA Company Visits, Tours and Interviews
• 1-1 call with: Koshidaka (2157 JT), S-pool (2471 JT)
• Presentations at: Treasure Factory (3093 JT)
PSA in the Press
In this FT article, Pelham Smithers notes how huge animé has become, not just in Japan but globally. How anime took over the world (ft.com)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Autos / New Mobility: The Fraught Path to Electrification
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Industry Round-Up
2. Dragon Ball: Sparking! Zero Pre-Orders Top Steam Charts
3. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Potential Sale of Lexmark Revives Interest in Printer / Copier Industry Consolidation
5. Might Nikon be Bought and Broken Up?
6. Despite Samsung’s Weak Q3, Stronger than Expected IC Shipments Shows Complicated Chip Sector Picture
7. Other News & Moves That Caught Our Eye
Chemicals / Materials
8. Tosoh Does Not Foresee a Quick Upturn in Asia PVC
9. Mitsui Chemicals: Updates Progress in Restructuring Petrochemicals
10. Asahi Kasei, Sekisui Chemical Report Housing Growth 2
Autos / New Mobility
11. Suzuki Faces Deteriorating Market Conditions in India
12. Honda Asserts Cost Advantage of Its Megacasting over Gigacasting
Auto Parts / Machinery / Capital Goods
13. Yaskawa Not So Negative Afterall
14. Heavies Rise Despite Boeing Strike
15. Fujikura Hurtles Toward ¥6,000
Enterprise Software / IT Services
16. Money Forward FY24 Q3 Preview
17. BayCurrent Consulting Maintains Its FY24 Outlook
18. Shift Rounds Out Disappointing FY24 and Forecasts Sharp Sales Slowdown
19. Sansan Misses FY24 Q1 Consensus Estimates
20. Other News & Moves That Caught Our Eye
Pharma / Healthcare
21. Omron and JMDC’s Ambitious Plans for Joint Data Solutions Businesses
22. Healthcare and Pharma Round-Up
Small- / Mid-Cap Insights
23. Treasure Factory September KPIs / Q2 Results
24. Koshidaka FY24 Results Ahead of Plan, FY25 CE Above Consensus
25. S-Pool’s Q3 Ahead of Guidance
Miscellaneous / Market / Strategy / Macro
26. BoJ Publishes Upbeat Regional Report
27. Japan’s Retailers Struggling with SG&A Costs
28. 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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