- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 25 February 2022
The Weekly Comment SummaryLindsay Whipp considers the recent spate of digitalisation IPOs which have come to the market and suggests that a serious rethink is in order.
PSA Company Visits, Tours, and Interviews
• Visited: Tokyo Ohka Kogyo (4186 JT), Showa Denko (4004 JT), Ube Industries (4208 JT), Daifuku (6383 JT), Nabtesco (6268 JT), Toyota Ind (6201 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Video Games – A New Era
2. Nissan Motor (7201 JT) – Taking the Next Step / FY22 Outlook
3. Sansan (4443 JT): Meishi Koukan in the New Normal
4. Bandai Namco (7832 JT): Why Elden Ring Matters
5. Daifuku (6383 JT): Semiconductor Cost Reduction Ahead of Plan
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Capcom (9697 JT) Reveal – Street Fighter 6 is in Production
2. Sony (6758 JT): Uncharted US Box Office Receipts / PSVR2 Physical Debut
3. Nintendo (7974 JT) Switch Sales Down 14% YTD
4. Why Elden Ring Matters
5. Other Consumer Electronic / Video Game News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Positive Readacross from Unimicron’s (3037 JT) Results to Shinko Electric (6967 JT) and Ibiden (4062 JT)
7. Japan’s SPE Billings for Jan 2022 Hit the Highest Level on Record
8. Sharp (6753 JT) in Talks to Buy Sakai Display
9. Other Tech-Related New & Moves That Caught Our Eye
Autos
10. Toyota (7203 JT) Outperforms in Europe in January
11. Mazda (7261 JT) To Launch All-New CX-50 in March
12. Autos’ Russia Exposure
Internet / eCommerce
13. Demae-can (2484 JT) Shares Down 82% Since its Recent Peak
14. GMO Financial Gate (4051 JT) YTD -51% Though Valuations Offer No Discount
15. Grim Performance for Giftee (4449 JT)
Enterprise Software
16. Cybozu (4776 JT): Slowest Rise in Cloud Sales for Jan
Telecom
17. KDDI (9433 JT) Begins 5G SA Open-RAN Rollout
Pharma
18. Good P3 Trial Data for Daiichi Sankyo’s (4568 JT) Enhertu
Miscellaneous
19. Update on Casual Clothing Firm C’sMEN’s (3083 JT) Metaverse Move
20. Noritsu Koki (7744 JT) Sells 33% Stake in JMDC (4483 JT) to Omron (6645 JT)
21. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
22. China Crackdown Worries Add to Ukraine Fears
23. Tokyo CPI Jumps in February
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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