- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week to 17 March 2023
Weekly Comment SummaryChatGPT and its successor ChatGPT-4 have given an unexpected impetus to semiconductor / AI stocks in the US. There are also beneficiaries in Japan.
PSA Company Visits, Tours and Interviews
Visited: Asahi Kasei (3407 JT), UBE Corp (4208 JT)
Conference Calls with: Kyoritsu Maintenance (9616 JT), Meiwa Estate (8869 JT) and Itoki (7972 JT)
Presentations at: Konica Minolta (4902 JT), Tri Chemical Laboratories (4369 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. NEC Corp (6701 JT) – Might 5G Finally Provide a Tailwind?
2. Mercari (4385 JT) – Short-term Challenges Don’t Change Long-term Potential
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Conflicting Rumours over PS5 Pro in Video Game Industry Press
2. PS5 Now Outselling PS4 at Same Stage
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Strong Week for Hitachi Rollingstock Business
5. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. Petrochemical Ups and Downs; Sumitomo and UBE
7. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
8. EU Throws Combustion Engine a Lifeline
9. Nidec Under Pressure
10. Mazda Appoints New CEO
11. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
12. Automation Plays Hit Less than Construction Machinery
13. Automation Continues to be Hit Less than Construction Machinery
14. Yaskawa Continues to Outperform
15. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
16. Mercari (4385 JT) Launches a Crypto-Asset Exchange Business
17. Anycolor FY23 Q3 Beats
18. GA Technologies’ FY23 Q1: On Track
19. Enigmo Expects to See Another Year of Profit Decline
20. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
21. NRI (4307 JT) Retires Treasury Stock
22. Visional FY23 Q2 Preview
23. Visional FY23 Q2 (Jan) OP +35% YoY
Telecom
24. Other Telecom News & Moves That Caught Our Eye
Pharma
25. Eisai Gets a VA Break with Leqembi
26. Should Pfizer Buy Astellas?
27. Other Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
28. Topix EV/OP Falls Below 10x
29. Japan Trade Figures Show J-Curve Effect Starting to Unwind
30. Smaregi Revises Up
31. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since November 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.
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