- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 16 December 2022
Weekly Comment SummaryPelham Smithers draws attention to some noteworthy developments in foreign appetite for Japanese shares.
PSA Company Visits, Tours, and Interviews
• Visited: Mitsui Chemicals (4183 JT)
• Presentations at: Fujifilm Holdings (4901 JT), Asahi Kasei (3407 JT), Ohara Inc (5218 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. The Global Electric Vehicle Market Outlook for 2023
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-Up
2. US FTC Sues to Block Microsoft’s Acquisition of Activision
3. Sony (6758 JT) Set to Spend ¥800bil on New Smartphone Sensor Fab in Japan
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. Good News for Toray’s (3407 JT) Carbon Fibre
7. Ohara (5218 JT) Shares Slump in Reaction to its Forecast of a YoY Decline in FY23 OP
Autos
8. China Auto Sales Drop in November
9. November European Auto Sales Rebound
10. Toyota (7203 JT) Announces its Jan 2023 Production Plans
11. Toyota Sold Down Despite News of a Tax Break Extension
Auto Parts / Machinery
12. Good Pricing and Yen Weakness Still Helping Komatsu (6301 JT), Daikin (6367 JT)
13. Daifuku (6383 JT) IR Day Suggests Positive Trend for its Semis / Autos Business
Internet / eCommerce
14. Net Protections’ (7383 JT) Tie-Ups Suggest BNPL is Gaining Traction
15. Enigmo’s (3665 JT) FY22 Q3 Results: Further Contraction
16. Anycolor (5032 JT) Revises Up and Prepares for a Listing on Prime
17. GA Technologies (3491 JT) Sold Down Despite Strong Results
Enterprise Software / IT Services
18. NRI (4307 JT) Shares Enter Market
19. Sansan’s (4443 JT) AI-OCR Tech Now Reads All Business Card Information
20. Visional’s (4194 JT) FY23 Q1 Beats Out Market Expectations
21. Cybozu (4776 JT) Shares Surge Despite Lowballing FY23 Forecasts
Pharma
22. Takeda (4502 JT) Builds Out Pipeline Despite Heavy Debt Levels
23. Other Pharma News & Moves That Caught Our Eye
Miscellaneous
24. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
25. PPI Data Spells Problems for the BoJ
26. Tankan Data Adds Further Support to Concerns that Japan’s Economy is Quietly Overheating
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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