- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 17 June 2022
The Weekly Comment SummaryPelham Smithers is keenly awaiting the upcoming Japanese retail sector results season for clues on how companies are managing their pricing policies and margins amid the developing global cost-of-living crisis.
PSA Company Visits, Tours, and Interviews
1. Visited: Fujifilm Holdings (4901 JT), Mitsui Chemicals (4183 JT), Showa Denko (4004 JT), Kaneka (4118 JT)
2. Presentations at: Recruit (6098 JT)
PSA in the Press
In this FT article on whether one should get a new gaming console, Pelham Smithers provides some insights. /3HtHpql
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Capcom (9697 JT) – Can It Hit Its Sales Targets?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Console Sales Picking Up
2. Can Capcom (9697 JT) Get to 37mil Games Sold in FY22?
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Hitachi’s (6501 JT) Investor Day Presentation
5. Nervousness on Nidec’s (6594 JT) Succession Plans – or Lack of
6. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
7. Toray (3402 JT) / LG Chem (051910 KS) Confirm LiB Separator JV
8. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
9. Toyota (7203 JT) Sticks to Its ‘Give Customers a Choice’ Policy
10. Honda (7267 JT) Launches New HR-V in the US
11. Sony Honda Mobility Inc to Sell EVs from 2025
12. Auto Demand Becoming a Concern
Auto Parts / Machinery
13. Ferrotec (6890 JT) Makes Tender Offer for Ohizumi Mfg (6618 KT) / Weak Yen Beneficiary
14. Fanuc (6954 JT) Firms on Broker Upgrade
15. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
16. GA Technologies (3491 JT) Surges on FY22 Upward Revision
17. Kakaku.com (2371 JT) Reaches a New Low as Court Rules Against Tabelog
Enterprise Software / IT Services
18. VC Money Coming Japan’s Way?
19. Sansan Inc (4443 JT) Wins MUFG Contract Expansion
20. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
21. Other Telecom News & Moves That Caught Our Eye
Miscellaneous
22. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
23. China Economic Data for May Shows Mild Improvement from April
24. Trade Numbers Show Yen Effect
25. JGB Market 2022 vs UK Sterling Crisis 1992
26. What Next for the JGB Market?
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.