- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the two weeks covering 26 Dec 2022 to 6 Jan 2023
Weekly Comment SummaryThe auto world has been shaken by the change in fortunes for Tesla, as its share price collapsed in 2022 on rising concerns over the EV maker’s prospects. Analyst Julie Boote investigates what lies behind the reassessment of Tesla, and where the company might be heading.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Japan Perspective for 2023
2. US FDA Regulatory Approval System
3. Mitsui Chemicals (4183 JT) Update
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. “Could Have Been Worse” – The Video Games Industry in 2022
2. Beijing Approves Foreign Online Games
3. Global Console Sales +11% YoY in Week to 10 Dec
4. Video Game Sales to 25 Dec
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. How Bad Will this Semiconductor Downturn Get?
7. The Kioxia / WDC Merger Concept is Revived
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Buy Korean? EUV Pellicles and Photomask Blanks
10. GlobalWafers (6488 JT) Notes Weaker Wafer Demand
11. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
12. 2022 Has Been a Challenging Year for the Auto Sector
13. Poor First Day of Trading for the Auto Sector
14. Sony Honda Mobility Reveal New EV at CES
15. Nissan (7201 JT) Limits IP Use of Renault’s (RNO FP) New Venture
Auto Parts / Machinery
16. Daifuku (6383 JT) Upbeat on Semiconductor Related Orders
17. Yaskawa (6506 JT) to Offer Insight into China Lockdown with Q3 Results Release on 10 Jan
Internet / eCommerce
18. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. Shift Inc (3697 JT) FY23 Q1 Preview
Pharma
20. Lecanemab’s Accelerated Approval at Risk from Report on Aduhelm / Approval Process Questioned
21. Other Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
22. Economic Data Roundup: Retail Sales / Industrial Production
23. Pressure Grows to Adjust BoJ Joint Accord
24. Kishida Urges Firms to Raise Wages Faster than Inflation
25. Sysmex (6869 JT) R&D in Evening Standard for Robot Nose Research
26. Foreign Net Selling
27. Other News & Moves That Caught Our Eye
List of PSA Published Reports since September 2022
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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