- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 25 March 2022
The Weekly Comment SummaryThe latest PMI numbers offer the first evidence that corporate Japan is unfazed by events in Ukraine, explains Pelham Smithers.
PSA Company Visits, Tours, and Interviews
• Conference Calls with: PKSHA (3993 JT)
• Presentations at: Showa Denko (4004 JT), Nippon Shokubai (4114 JT)
PSA in the Press
We produced our own YouTube video on understanding BALL SAW technology: /3tDFeLG
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Global Semiconductor Industry – Time for a Closer Inspection
2. SPE, IC or Supply Chain Names – Where Next for the Semiconductor Sector?
3. ExaWizards (4259 JT) – Is the Market Missing the Magic?
4. GA Technologies (3491 JT) – The Recovery Still Has Legs
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT) Continues its Spending Spree, Acquires Haven Studios
2. Sony in Gran Turismo 7 Pricing Backlash
3. Other Gaming-Related News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Nvidia (NVDA US) Unveils Grace CPU Superchip
5. SPE, IC or Supply Chain Names: Where Next for the Semiconductor Sector?
6. Is It Time to Break Up Toshiba (6502 JT)?
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. Shin-Etsu (4063 JT) / TDK (6762 JT): Weak Yen Beneficiaries
Autos
9. Suzuki (7269 JT) Steps up Electrification Efforts in India
10. Toyota (7203 JT) Announces ¥100bil Buy Back
11. Hino (7205 JT) Releases Details on Emission Data Investigation
12. Solid State Batteries? Long Live Lithium-ion Batteries!
Auto Parts / Machinery
13. Fanuc’s (6954 JT) 1.3% Buyback Elicits Little Response
14. Ferrotec (6890 JT) Facing Resistance Below ¥3,000
Internet / eCommerce
15. GA Technologies (3491 JT) Breaks Through ¥1,000
Enterprise Software
16. Cybozu (4776 JT) Feb Sales +20.5% YoY
17. Oracle Corp Japan (4716 JT) Positioned Well to Meet / Exceed EPS Guidance
18. ExaWizards (4259 JT) Gains Client in Sapporo Holdings
Pharma
19. Shionogi’s (4507 JT) Covid Pill
Miscellaneous
20. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
21. Jibun Bank Japan March PMI
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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