- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 25 November 2022
Weekly Comment SummaryFollowing the FTX debacle, people are again counting the days until the end of cryptocurrencies. Whether or not they are right, the Bank of Japan still seems keen to move forward with a digital currency. Pelham Smithers comments.
PSA Company Visits, Tours and Interviews
• Visited: Shin-Etsu Chemical (4063 JT), Kaneka (4118 JT), SMC (6273 JT), Komatsu (6301 JT)
• Conference Calls with: Socionext (6526 JT), HCM (6305 JT)
• Presentations at: Adeka (4401 JT), Sanyo Chemical (4471 JT), Kanto Denka (4047 JT), Ohsho Food Service Corp (9936 JT)
Reports / Flash Notes Summaries
1. Some DX plays considered: Mid-tier IT Vendor Orders +12% YoY in 2Q FY22
2. Internet Initiative Japan (3774 JT) – Better Value, Better Growth
3. A Review of Selected Smartphone Game Companies
Weekly Market Comment by Pelham Smithers
Blockchain, Babies, Bathwater, and the BoJ
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-up: Mobile Game Sales -9.0% YoY
2. PS5 Sales Surge on God of War: Ragnarok Release
3. PS6 – Not Before 2027, at the Earliest?
4. Tamron Raises Dividend
5. Readthrough from iPhone Shortfall News
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. Shin-Etsu and the Outlook for PVC
9. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
10. Nidec Builds E-Axle Plant in Mexico
11. Mazda to Ramp Up Its Electrification Efforts
12. Mazda Announces Electrification Plans
13. What Is Going on in China’s EV Market?
14. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
15. HCM Says FY23 N. America Sales Could Rise Above FY22
Internet / eCommerce
16. A Review of Selected Smartphone Game Companies
17. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Cybozu’s Jan~Oct Sales Rise Fastest in Four Years
19. Enechange Further Expands EV Charging Business
20. Mid-tier IT Vendor Orders +12% YoY
Pharma
21. Other Pharma News & Moves That Caught Our Eye
Miscellaneous
22. China Container Rates Down Over 50% from Peak
23. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
24. Japan’s Frog-in-Boiling-Water Inflation Situation
25. 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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