- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week to 13 Jan 2023
Weekly Comment SummaryThe upcoming BoJ policy meeting will be an interesting one, comments Pelham Smithers. There is a worry that the BoJ will tighten just as China’s economic woes kick in. It must grapple with a heap of conflicting data from abroad, while mindful of wage level considerations at home.
PSA in the Press
The Financial Times has Pelham Smithers explain why Japan’s headline inflation rate probably understates how profoundly wage-price dynamics are changing. /content/d1c0f553-3988-4cca-bc2f-bff2248683a8
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. What is Happening at Tesla?
2. Lecanemab / Leqembi – What Next?
3. Will Nintendo Release a Switch 2 in 2024?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. UK Video Game Industry Data for December Suggest Cost-of-Living Crisis is Biting
2. Google, Nvidia Express Concerns to FTC About Activision Deal
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. November Global Semiconductor Shipments -18% YoY
5. Disco (6146 JT) Disappoints
6. TSMC (2330 TT): FY22 Q4 OP +78% YoY
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. Shin-Etsu (4063 JT) and Dexerials (4980 JT) Make Strides in Micro-LED Tech
9. Damar Hamlin’s Case Shows the Utility of AEDs
Autos
10. Kishida’s Visit to Paris: Nissan-Renault Alliance Discussions on the Table?
11. Japanese Automakers Lose Market Share in China
12. Suzuki (7269 JT) Reveals New EV Model in India
Auto Parts / Machinery
13. While China Weighs on Yaskawa’s (6506 JT) FY22 Q3 OP, Guidance is Unchanged
14. Daikin (6367 JT) and SMC (6273 JT) Rise Over 5% on China Optimism
Internet / eCommerce
15. Demae-can’s (2484 JT) FY23 Q1 Sales Miss
16. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
17. Money Forward (3994 JT): FY22 Q4 Preview
18. Sansan (4443 JT): FY22 Q2 Preview
19. Shift Inc (3697 JT): FY23 Q1 Earnings Disappoint
Miscellaneous / Market / Strategy / Macro
20. Toto (5332 JT) Moving into IoT
21. Peak Season for Retailers’ Results
22. Tokyo December CPI +4% YoY
23. 20yr JGBs Rise Ahead of BoJ Policy Meeting
24. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since September 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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.