- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week to 3 March 2023
Weekly Comment SummaryThe Tokyo CPI figures for February contribute to current benign conditions for Japan’s stock market, comments Pelham Smithers.
PSA Company Visits, Tours and Interviews
Visited: Komatsu (6301 JT), Fujikura (5803 JT)
Conference Calls with: Hitachi Construction Machinery (6305 JT)
Presentations at: Adeka (4401 JT), Teijin (3401 JT), RS Technologies (3445 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Whither Japanese IT Spending? An Analysis of Four System Integrators, NTT Data, NRI, TIS and IIJ
2. Murata (6981 JT) – Still Risk for Disappointment
3. Base Inc (4477 JT) – A Revisit
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony’s (6758 JT) PSVR2 – A Potential Gamechanger
2. Might Sony Buy Take Two? Might Microsoft Sell Xbox?
3. Horizon Call of the Mountain Sells 6,000 Copies in Japan in Launch Week
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. January Sees Steep Fall in Electronics Production
6. Global Machine Vision Market Worth US$16.5bil in 2022
7. Memory Prices Continue to Drift Down
8. Applied Materials’ (AMAT US) New Centura Sculpta Threatens the Multi-Patterning Process
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials 10
10. Teijin (3401 JT) Holds Follow-Up Call.
11. RS Technologies (3445 JT): FY22 OP +89% but FY23 Guidance Calls for OP to Remain Flat
12. Adeka (4401 JT) to Turn Food Products Business Around
13. Sumitomo Pharma (4506 JT) Flags Impaired Asset Loss and Cuts FY22 H2 Dividend
14. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
15. Japan Auto Sales Surge on Low Base of Comparison, Higher Availability
16. Japanese Automakers Report Mixed Results for Feb US Auto Sales
17. Nissan (7201 JT) Reveals Updated EV Strategy
18. Honda’s (7267 JT) Shareholder Returns Jeopardised by its Capex Requirements
19. New CEO at Subaru (7270 JT)
20. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
21. New President for HCM (6305 JT)
22. Automation / Machinery Plays Gain on Good China Data
23. Komatsu (6301 HT) Targets ¥100bil OP Boost from FY23 Price Hikes
Internet / eCommerce
24. Considering Recruit (6098 JT) on Recent Share Price Decline
25. CyberAgent (4751 JT) Shares Fall to a One-Month Low
26. Other Internet / eCommerce News & Moves That Caught Our Eye 17
Enterprise Software / IT Services
27. ExaWizards (4259 JT) Co-Develops AI-Powered Tool for Elderly Care
28. Cybozu (4776 JT) Rises on News of High-Profile Retail Investor
29. Japan’s Corporate Software Spending Continues Apace
30. Other ERP Software / IT Services News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
31. Mixed Macro Data
32. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since October 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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