- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly The PSA Weekly Research Round up for the week ending 30 June 2023
Weekly Comment SummaryAt this half-year stage, our enterprise software analyst Lindsay Whipp updates us on what has recently been a fizzing sector, and whether there is still room to attract investor interest.
PSA Company Visits, Tours and Interviews
• Visited: NOK (7240 JT), Nabtesco (6268 JT), Fujikura (5803 JT)
• Presentations at: Iwatani Corp (8088 JT)
PSA Weekly Contents at a Glance
We Invite You to a Fireside Chat on Japan and AI with ExaWizards
Reports / Flash Notes Summaries
1. Japan Market Strategy for CY23 Q3
2. Readthrough from the JIC Bid for JSR / Key Points from JSR's Meeting
3. Komatsu (6301 JT) FY23 Outlook and Beyond – Mining to Approach 50% of Sales
4. Subaru (7270 JT) – Strong Earnings Growth on Volume Recovery
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Are We in a New Video Game Industry Upswing?
2. PS5 Outsells Xbox 2:1 in Americas Region in May
3. Sony (6758 JT) Data Accidentally Leaked at Activision Enquiry
4. Final Fantasy XVI Debuts at No.1 in UK, but Physical Sales are Down -75% on Predecessor’s Launch
5. Microsoft / Activision: Sony (6758 JT) Was Right to Make a Fuss
6. Microsoft Re-targeting Sega Sammy (6460 JT)?
7. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
8. Memory Chip Prices Continue to Slide
9. JIC’s Bid for JSR (4185 JT): Readacross
10. Rapidus’ Differentiated Foundry Model
11. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
12. Disparate Performance in Chemical Shares
13. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
14. Further Uncertainty Hanging Over Nissan (7201 JT)
15. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
16. HCM (6305 JT) COO Analyst Meeting; Readacross to Komatsu (6301 JT)
17. Daikin (6367 JT) Heat Pump Potential in USA / Xiaomi-Panasonic China tie-up
18. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
19. What’s Up at Japan’s e-Commerce Apps?
20. Mercari (4385 JT) Performance / To Celebrate its 10th Anniversary
21. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
22. NRI (4307 JT) Shares Stage a Recovery
23. Cybozu’s (4776 JT) May Performance
24. Other ERP Software / IT Services News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
25. Japan Macro Data Out This Week
26. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since February 2023
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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