- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 23 December 2022
Weekly Comment SummaryAn important debate has emerged as to whether the Bank of Japan has changed monetary policy this week
PSA Company Visits, Tours, and Interviews
• Presentations at: Shin-Etsu Chemical (4603 JT), Kuraray (3405 JT)
Reports / Flash Notes Summaries
1. Kuroda Shifts Monetary Policy
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Mobile Game Revenue Decline Lessens Again
2. Video Game Console Sales +24% YoY in Week to 3 December
Technology: Industrial Electronics / Components / Semis & SPE / Precision
3. Memory Chip Prices Likely to Have Fallen 50% in 2022
4. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
5. Shin-Etsu and Kuraray Update Key Businesses
6. Tokai Carbon and Showa Denko to Grow Super-Size Electrodes
7. JSR Shares May be Oversold
Autos
8. Inflationary pressures evident in Nissan’s unapologetic EV price hikes
9. Other Autos-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
10. Machinery Demand in Japan Firm Overall But Auto-Related Delayed
11. GS Yuasa Finally Hikes After-Mkt Battery Prices 15%+ in Japan from 1 Feb
12. Fanuc Resilient at ¥20,000 Support
13. Machinery Order Backlog Surges in October
Internet / eCommerce
14. LINE/Yahoo!JAPAN/PayPay Mileage to be Launched in Spring
15. Other Internet / eCommerce-Related News & Moves That Caught Our Eye
Enterprise Software / IT Services
16. A Miserable Start to Christmas Week for Japanese SaaS
17. Ricoh to Acquire Stake in Cybozu
18. Enechange Invests in Canadian Carbon Capture Firm
19. Other Enterprise Software / IT Services News & Moves That Caught Our Eye
Pharma
20. Other Pharma News & Moves That Caught Our Eye
Miscellaneous
21. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
22. Kuroda Shifts Monetary Policy
23. Japan Nov CPI Data Due Out on 22 Dec
24. Other News & Moves That Caught Our Eye
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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