- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week Ending 2 July 2021
The Weekly Comment SummaryIs the currency now the key to the direction of Topix, asks Pelham Smithers.
Reports / Flash Notes Summaries
1. Japan Market Strategy for Q3 2021
2. TDK (6762 JT) – Pain for Gain
3. Subaru (7270 JT) - Positive Outlook beyond Supply Crisis
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Might Nintendo (7974 JT) Have to Phase Out the Switch Sooner Than Expected?
2. How Much of a Threat to Sony (6758 JT) is Windows 11?
3. Sony’s 1Q FY21 OP Revisited
4. IP Acquisitions by Gaming Companies
5. Cyberpunk 2077 Returns to the PlayStation Store
Technology: Industrial Electronics & Electronic Components / Semis & SPE
6. Four 5G O-RAN Wins for NEC
7. The Rising Cost of Building a PC
8. Other Tech Moves & News That Caught Our Eye
Chemicals / Materials
9. Fujifilm (4901 JT) Further Expands its Bio-CDMO Capacity
10. Mitsubishi Gas Chemical (4185 JT) “Confirmed” as Key iPhone 13 Material Provider
Autos
11. Honda (7267 JT) Civic Launch Set to Support Global Sales Growth
12. Honda’s (7267 JT) EV Plans Raise Questions
13. Nissan (7201 JT) Gains on EV Expansion Plans
Auto Parts / Machinery 14
14. HCM (6305 JT) Still Expects a Better FY22
Internet / eCommerce
15. Demae-can (2484 JT) Under Pressure
16. Mercari (4385 JT) Joins the Japan Cryptocurrency Business Association
17. New Matchmaking App Garnering Attention
Enterprise Software
18. Sansan’s (4443 JT) New Services, New Clients
Telecom
19. KDDI (9433 JT) in MEC PaaS PoC Move
Pharma
20. Pharma News & Moves That Caught Our Eye
Miscellaneous
21. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
22. Economic Data Releases
PSA Company Visits, Tours and Interviews
• Visited: Toyota Industries (6201 JT), Ferrotec (6890 JT), Diamond Electric (6699 JT), Daifuku (6383 JT)
PSA in the Press
Pelham Smithers provides background on growth in the mobile gaming market: /newsy/news-polskie-warcaby-maja-juz-100-mln-graczy-i-wprowadzaja-gre-z-,nId,5325253
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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