- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 24 March 2023
Weekly Comment SummaryThere are also beneficiaries in Japan. Pelham Smithers discusses what is working and what isn’t working in Japanese stock investment.
PSA Company Visits, Tours and Interviews
Visited: JSR (4185 JT)
Presentations at: Fujifilm Holdings (4901 JT), Tosoh (4042 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Hitachi (6501 JT) – Value Regained
2. Daifuku (6383 JT) – Solid Incremental Improvement; 3:1 Share Split Effective 1 Apr
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. China’s Video Game Market Shrank 10% in 2022
2. Global Mobile Game Revenues -7% YoY
3. PS5 Console Sales Slowing Markedly in Japan
4. Sony NFT Patent Published, Paves Way for NFT Console Gaming
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Might the Semiconductor Recovery Broaden Out?
7. Shinko Electric (6967 JT) Slashes its FY22 Forecasts
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Maxell (6810 JT) to Mass Produce Solid-State LiBs
10. Readthrough from the Maxell Solid-State Battery News
11. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
12. Mixed Signals from Global EV Markets
13. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
14. Strong US Feb Housing Starts Fail to Boost Construction Machinery Plays
15. Fujitsu General (6755 JT) Sold Off as Nibe Foregoes Acquisition
Internet / eCommerce
16. Rakuten Bank to be Listed on Prime on 21 Apr
17. AnyColor (5032 JT) Gets Punchy Write-Up
18. Recruit (6098 JT) Laying Off 15% of Workers in the US
19. DeNA (2432 JT) to Add Two New Group Entities
Enterprise Software / IT Services
20. Sansan (4443 JT) Wins Two Large New Clients
21. ExaWizards (4259 JT): To Buy Back Up To 4.8% of Shares, President to Step Aside
Pharma
22. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
23. Rengo Announces Spring Wage Rise of 3.8% / Base Pay Rises 2.3%
24. Japan Feb CPI Falls but Core Inflation Rises
25. 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.
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.