- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Weekly Research Round up for the week to 5 April
Weekly Comment SummaryHas “Emerging Growth” Disappeared in Japan?
Launched at the peak of the 1990s Tech Boom, Japan’s Mothers market has morphed into the TSE Growth market, but in doing so has all but disappeared from Japanese market consciousness, which is a problem, explains Pelham Smithers
PSA Company Visits, Tours and Interviews
• Visited: Kakuyasu (7686 JT), Hibino (2469 JT), JP Holdings (2749 JT), ExaWizards (4259 JT)
• Conference Calls with: Yaskawa Electric (6506 JT)
• Presentations at: Fujifilm Holdings (4901 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Hotland (3196 JT) Company Visit
2. Daifuku (6383 JT) Update – American Improvement & More Chip Fabs
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Industry Round-up
2. Panasonic Offloads its Auto Parts Business
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. NAND, DRAM Prices Continue to Head in Opposite Directions
5. Hitachi Pushes AI / Grid Credentials
6. Tesla Sales Impact on Nidec
7. Ebara Developing 2-Nanometer IC Equipment
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Chemical / Material-Related News & Moves That Caught Our Eye
Autos
10. Japanese OEMs Outperform in the US Auto Market in CY24 Q1
11. Isuzu Mid-term Business Plan: Surge in Investments, but Higher OPM
12. Subaru to Launch New Forester
13. Other Auto-Related News & Moves That Caught Our Eye
Capital Goods / Auto Parts / Machinery
14. Fujikura Renews ATH; Outperforms Topix by 5% This Week
15. Yaskawa Electric FY23 Preview / Results: We are Positive
16. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
17. Rakuten Mulls Restructuring
Enterprise Software / IT Services
18. Money Forward FY24 Q1 Preview
19. Shift FY24 Q2 Preview
20. Enechange: Consolidation of SPC Impacts Earnings
Pharma / Healthcare-Related
21. Sumitomo Pharma to Sell Roivant Sciences Shares
22. Sysmex Selling Haemostasis Products Under Own Brand in US and Europe
23. FDA Clears Olympus’s Single-use Ureteroscope System – RenaFlex™
24. Other Pharma / Healthcare News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
25. Insource: March KPIs
Miscellaneous / Market / Strategy / Macro
26. Tankan Report Mixed
27. 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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