Pelham Smithers Associates Ltd - The PSA Japan Weekly Research Round-Up for the 8 Trading Days over the Period 19~30 September 2022

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen
William Nestuk

The PSA Japan Weekly Research Round-Up for the 8 Trading Days over the Period 19~30 September 2022

Weekly Comment Summary
William Nestuk discusses the pros and cons for Japan’s machinery sector

PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Honda (7267 JT): Motorcycle Update
2. Giftee (4449 JT) – A Revisit
3. Auto Sector: Out of the Frying Pan into the Fire
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Further Declines in Global iOS Mobile Revenues
2. Video Game Industry Data Round-up:
3. J-Pop Bands Gumi’s (3903 JT) Yasushi Akimoto Has Been Involved With
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Japan August SPE Billings +38% YoY
6. Bad News Day for Semiconductor Sector
7. Welcome to Japan’s “Booming” Camera Industry
8. Nvidia (NVDA US) Unveils RTX 4090 Graphics Card
9. Hitachi (6501 JT) Gets Honda (7267 JT) e-Axle Order
10. iPhone Demand Shift May Suit Sony (6758 JT), TDK (6762 JT)
11. Nikon (7731 JT) to Pay Highly Skilled Workers 20% Extra
12. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
13. Misleading Headlines on Silicon Wafers
14. GrafTech’s (EAF US) GE Plant Ordered to Cease Production
15. Mitsubishi Chemical’s (4188 JT) IR Day Message
16. Nissan Chemical’s (4021 JT) Agrochemical Strengths
17. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
18. Mitsubishi Motor (7211 JT) Returns to Europe. Why?
19. Ford (F US) Issues a Cost Warning
20. Toyota’s (7203 JT) President, Akio Toyoda, Challenges EV Expectations
21. Honda (737 JT) and Toyota to Cut Production in October
22. Toyota and Mazda (7261 JT) Close Down Russian Operations
23. Toyota’s EV Exposure in China
24. Nissan (7201 JT) Evaluates Options within Alliance
25. CarMax Results Spook Global Autos
26. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
27. Ferrotec (6890 JT) Disappoints with Planned Sub Listing
28. Daifuku (6383 JT) Likely to See Firm TSMC (2330 TT) Business into FY23
Internet / eCommerce
29. Giftee (4449 JT) Ties Up with xID to Promote My Number Card
30. Mercari’s (4385 JT): Aug Mercari Price / Volume Index Trends Higher
31. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
32. PKSHA (3993 JT) Says Its Chatbot Services Have Largest Market Share in Japan
33. Shift Inc (3697 JT) Acquires a DX and IT Engineer Training Firm
34. Orix (8591 JT) Throws Down the Gauntlet in EV Charging
35. Cybozu (4776 JT) August Sales Add to Signs of Growth Recovery
36. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
37. Telecom News & Moves That Caught Our Eye
Pharma
38. Eisai (4523 JT) / Biogen (BIIB US): Lecanemab Appears to Work; What Next?
39. Other Pharma News & Moves That Caught Our Eye
Miscellaneous
40. Land Prices (Finally) Edge Higher
41. Chinese Shipping Rate Decline Picks Up Speed
42. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
43. BoJ Leaves Rates Unchanged

30/09/2022 1 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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The PSA Japan Weekly Research Round-Up for the 8 Trading Days over the Period 19~30 September 2022

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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