- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 21 October 2022
Weekly Comment SummaryIf people think the UK government lost the confidence of financial markets (it did), then why don’t people think the same of the Japanese government? Pelham Smithers ponders the conundrum.
PSA Company Visits, Tours and Interviews
• Conference Calls with: Email Q&A with Money Forward (3994 JT), Anycolor (5032 JT)
• Presentations at: Money Forward (3994 JT)
PSA in the Press
PSA’s cautious views on the logic behind Sony Honda Mobility’s plans to enter the EV market are noted in the following article: /articles/view/1911132352/71e990c0001012vpj
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Murata (6981 JT) – By How Much Will the Weak Yen Offset Weak Orders?
2. Toyota Motor (7203 JT): FY22 Q2 Preview
3. Yaskawa Electric (6506 JT): FY22 Outlook
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. PS5 Pro and X/S Pro Launch Chatter Heats Up
2. Global Mobile Phone Sales -9.2% YoY in Week to 9 October
3. Video Game Console Sales -46% YoY
4. NFT Gaming Market in Q3 Remains Weak
5. Capcom (9697 JT): Resident Evil Showcase
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. ASML (ASML NA) 3Q FY22 Sales +10% YoY
8. Disco (6146 JT) 2Q OP +36% YoY
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Asahi Kasei (3407 JT) Promotes its LiB Separator Line-up
Autos
11. China Auto Sales Rise in September
12. Auto Inventory Levels Rising Again
13. Toyota (7203 JT) Preview: Earnings Guidance Upgrade Uncertain
14. Subaru (7270 JT): Strong Positive Impact from Weaker Yen
15. Honda (7267 JT) Rolls out New CR-V in the US
16. Sony Honda Mobility EVs to be Sold Online
17. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
18. Fanuc (6954 JT) FY22 Q2 Preview: Small Surprise
Internet / eCommerce
19. Mercari’s (4385 JT) FY23 Q1 Preview
20. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
21. Unprofitable Projects at Shift (3697 JT) Provide Drag on FY22 Q4 OP
22. Money Forward (3994 JT) Hits FY22 Q3 Sales Expectations
23. NRI (4307 JT) FY22 Q2 Preview
24. Why Are Japan’s Enterprise Software Stocks off to a Cracking Start in Q4 22?
Telecom
25. Telecom News & Moves That Caught Our Eye
Pharma
26. Pharma News & Moves That Caught Our Eye
Miscellaneous
27. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
28. Foreign Buying
29. Yen, JGBs, Trade Deficit / 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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