- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 18 November 2022
Weekly Comment SummaryOur autos and new mobility analyst Julie Boote assesses the current state of the global EV market, with particular focus on the situation in Japan.
PSA Company Visits, Tours and Interviews
• Visited: JSR (4185 JT), Asahi Kasei (3407 JT)
• Conference Calls with: Email Q&A with Freee KK (4478 JT), TIS Inc (3626 JT), ExaWizards (4259 JT), Money Forward (3994 JT)
• Presentations at: Freee KK (4478 JT), Toho Titanium (5727 JT), Fujimi Inc (5384 JT), Iwatani Corp (8088 JT), Microwave Chemical (9227 JT), Towa (6315 JT), Torex (6616 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Lessons from the FY22 Q3 Results at Enechange (4169 JT)
2. Freee KK (4478 JT) Shares Finally Reappraised?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Industry Updates
2. Q3 2022 Global Video Game Stock Revenues Down 5%
3. Sony (6758 JT) Starts Taking PSVR2 Orders
4. Pokémon: Scarlet & Violet Launches Today
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
7. Will Toho Titanium (5727 JT) Add Capacity?
8. Microwave Chemical +74% This Week
Autos
9. Yen Strength Sends Subaru (7270 JT) and Suzuki (7269 JT) Sharply Lower
10. Is There a Future for Toyota’s New Prius?
11. VW Reconsiders EV – Has Toyota Been Vindicated?
12. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
13. Ferrotec (6890 JT): Strong H1, Raises DPS but H2 Guided Weaker
14. SMC (6273 JT) Falls After FY22 OP Guidance Cut
15. Nabtesco (6268 JT) Unloads the Remaining Half of its Stake in HDS
16. Sep Core Machinery Orders -4.6% MoM, +2.9% YoY
Internet / eCommerce
17. Recruit’s (6098 JT) FY Q2 Sales Beats While OP Misses
18. Grim Day for Giftee (4449 JT)
19. Net Protections (7383 JT) Revises Down Full-Year Guidance
20. GMO Payment Gateway (3769 JT) and GMO Financial Gate (4051 JT) Reappraised
21. Advanced Orders for Anycolor’s (5032 JT) Latest Products
22. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
23. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
24. Other Telecom News & Moves That Caught Our Eye
Pharma
25. Eisai (4523 JT) Gains on AZ Failure by Roche (ROG SW)
26. Other Pharma News & Moves That Caught Our Eye
Miscellaneous
27. SBI Holdings (8473 JT) Reports a Net Profit in 2Q FY22 After Two Quarters of Losses
28. Dentsu (4324 JT) 3Q OP -81% YoY, but Adjusted for One-Offs -52% YoY
29. Ballwave at Medica
30. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
31. Japan’s Q3 GDP Falls 0.3% QoQ
32. Topix Q3 2022 OP +45% YoY
33. Foreign Investor Activity
34. Oct Nationwide CPI
List of PSA Published Reports since July 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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