- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 24 June 2022
The Weekly Comment SummaryPelham Smithers looks forward to next week, which is a big one for important Japanese economic data.
PSA Company Visits, Tours, and Interviews
Visited: UBE Corp (4208 JT), Daikin (6367 JT), Toyota Ind (6201 JT)
Presentations at: Nissan Chemical (4021 JT), Kuraray (3405 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. Honda (7267 JT) – Troubles on the Auto Front
2. Fanuc (6954 JT) Sentiment Too Negative – Weak Yen & Growth Focus
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Console Sales Continue to Slide
2. Sony (6758 JT) Targets 60% of Image Sensor Market / Kumamoto Fab
3. Sony (6758 JT) Working on 100MP Sensor?
4. Samsung’s (005930 KS) Smartphone Production Dips in May
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Japan SPE Billings +0.8% YoY
6. Weak Yen Helps April Camera Shipments
7. PC Build Costs Easing
8. New CATL (300750 CH) EV Battery Powerful but Heavy
9. NEC (6701 JT), AVEVA in Factory DX Tie-up
10. Nidec (6594 JT) Working with Landai Technology (002765 CH)
11. Other Tech-Related News & Moves That Caught Our Eye
Autos
12. Auto Price Hikes on the Horizon in Japan
13. Honda (7267 JT) Starts Building EV Plant in China
14. Renault’s (RNO FP) Carve-Up – Read Across to Nissan (7201 JT)
15. Toyota (7203 JT) Cuts Production Targets Again
16. Suzuki (7269 JT) Rises on Toyota Cooperation
Auto Parts / Machinery / Heavies
17. Diamond Electric (6699 JT) Top Performer in Topix Electricals
18. Other Auto Part / Machinery / Heavies News & Moves That Caught Our Eye
Internet / eCommerce
19. CyberAgent (4751 JT) Surges as Uma Musume Ranks No. 1 in Korea
20. GA Technologies (3491 JT): Finalist in the Japan DX Awards
21. Improved Sentiment on Mercari (4385 JT) Sends Shares +12%
22. Appetite for Kakaku.com (2371 JT) Picks Up
Enterprise Software / IT Services
23. Sansan (4443 JT) on the Brink of Falling Below ¥100bil in Market Cap
24. Cybozu (4776 JT) Cuts FY22 OP Forecast to a Loss
Pharma
25. Shionogi (4507 JT): Delays to Covid Treatment
26. Chugai Pharm (4519 JT) Gets Approval for Vabysmo in Japan
Miscellaneous
27. Commodity-Related Plays Lower as Copper and Crude Prices Fall
28. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
29. Tokyo May Department Store Sales +81% YoY
30. Japan’s CPI Data for May
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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