- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 11 March 2022
The Weekly Comment SummaryThe arrival of The Batman sees the end of cinemas charging the same amount for every film they show. Since these exploratory steps look to have been successful, we should expect more and bigger premiums in the future. Pelham Smithers discusses this new trend.
PSA Company Visits, Tours, and Interviews
• Visited: Shin-Etsu Chemical (4063 JT), Asahi Kasei (3407 JT), Ferrotec (6890 JT)
• Conference Calls with: Ohara Inc. (5218 JT), Net Protections (7383 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Hino Cheat Scandal – How Bad Can It Get?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT) PlayStation State of Play Presentation – Our Expectations…
2. …and What Was Then Released
3. Other Consumer Electronic / Gaming-Related News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Semiconductor Prices Rising
5. The Performance of the Global Economy and the Tech Sector – it Matters
6. Nanya Tech (2408 JT) / TSMC (2330 JT) Feb Production Data
7. Canon (7751 JT) Goes on the Offensive
8. Rohm (6963 JT) Falls as Revision Short of Consensus
9. Toshiba (6502 JT) Reckons Chip Shortage Will Continue
10. Nidec (6594 JT): What is Priced In?
11. Fujitsu (6702 JT) Lays of 3,000+ Workers
12. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
13. Material Stock Moves on Monday 7 Mar
14. AGC (5201 JT) De-emphasizes Russian Exposure
15. Ohara Inc (5218 JT) Ups Guidance on Better Glass Demand
Autos
16. Hino (7205 JT) Heavily Sold Down on Emission Falsification Data
17. Finally – A Good Day for (Most) Auto Stocks
18. Mazda (7261 JT) Presents All-New CX-60 PHEV
19. Toyota (7203 JT) Announces Further Production Cuts
Auto Parts / Machinery
20. Ferrotec (6890 JT) Ahead of Top-Line FY21 Guidance
Internet / eCommerce
21. Giftee (4449 JT) Approaches the ¥1,000 Level Again
22. Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software
23. The Battle for the ‘Once in a Lifetime’ Digital Invoicing Opportunity
Pharma
24. Shionogi (4507 JT): Criticism of its Anti-Covid Treatment
25. Eisai (4523 JT): A Humira Biosimilar Gets the Go-Ahead for Sales in the US
Market / Strategy / Macro
26. Ukraine War Accelerates Foreign Selling of Japan Shares
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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