- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 14 Oct 2022
Weekly Comment SummaryThe latest set of results from the Japanese retail industry has proved that the May quarter figures were no fluke. Pelham Smithers muses whether there is a positive readacross to the rest of Japan Inc.
PSA Company Visits, Tours, and Interviews
Presentations at: Asahi Kasei (3407 JT) [Celgard], Yaskawa Electric (6506 JT)
PSA Weekly Contents at a Glance
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Updates on Video Game Console Sales and Mobile Game Revenues
2. Koei Tecmo (3635 (JT) – Is it Time to Divest Investments?
3. Sony (6758 JT) / Honda (7267 JT): US EV Launch Targeted for 2025 / 2026
4. Microsoft (MSFT US) Goes on the Offensive with UK’s CMA Over Activision (ATVI)
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Q3 Global PC Shipments -17% YoY
7. US Toughens Regulations on IC / SPE Exports to China
8. August Camera Shipments +60% YoY
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Asahi Kasei (3407 JT) / Sekisui Chem (4204 JT) Book Sluggish H1 Housing Orders
Autos
11. Nissan’s (7201 JT) EV Investment, Capital Restructuring with Renault, Outvoting the French Government
12. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
13. Yaskawa (6506 JT) Confident Going Forward
Internet / eCommerce
14. Big Banks Cut Online Transfer Fees
15. Demae-can’s (2484 JT) FY23 Guided Loss Below Consensus Estimates
16. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
17. Sansan (4443 JT): FY22 Q1 Preview / Results
18. Money Forward (3994): FY22 Q3 Preview
Miscellaneous
19. Retailers’ Earnings Solid / Consumer Plays Pick Up on Hopes of Chinese Tourists Returning
20. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
21. September PPI
List of PSA Published Reports since June 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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