- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 9 September 2022
Weekly Comment SummaryWith indications from China that cost-push inflation is abating, Pelham Smithers considers the Bank of Japan’s policy, and the question of future demand-pull pricing pressure.
PSA Company Visits, Tours, and Interviews
Presentation at: Ohara Inc. (5218 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. iStyle (3660 JT): Solving Issues by Forming Alliances
2. Subaru (7270 JT) – Production Boost Key to Earnings Recovery
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Mobile Game Revenues Continue to Weaken
2. Video Game Console Sales +16% YoY
3. Sony (6758 JT): Call of Duty to be on PS for “Several More Years” / PS5 Availability / The PS6?
4. Panasonic Increasingly Set for Clear Run on 4680 Batteries for Tesla in US
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. DDR5 Prices Falling, but Still Short of Being Competitive
7. Global Semiconductor Sales in July Fall 6% YoY
8. Nidec (6594 JT): e-Axle Competition from Norfolk?
9. Ferrotec (6890 JT) and the Weak Yen
Chemicals / Materials
10. Showa Denko (4004 JT) and Kaneka (4118 JT) Expand Tech Materials
11. Shin-Etsu Chemical (4063 JT): PVC Remains Reasonably Resilient
12. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
13. Hino (7205) and Toyota (7203 JT) to Pause Some MD / HD Truck Production
14. Subaru (7270 JT) and the China Question
15. Nissan (7201 JT) to Acquire a Vehicle Energy Japan Stake
16. Honda (7267 JT) to Lower Output / China Aug Sales +49%
17. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
18. Denso (6902 JT): Possible Positives for Q3 Onward
Internet / eCommerce
19. Net Protections (7383 JT): Sold off on Paidy’s Exclusive Deal with Apple
20. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
21. JMDC (4483 JT) to Raise Capital Despite Market Sentiment for Growth Stocks
22. Keeping a Close Eye on Cybozu (4776 JT)
23. Other ERP Software / IT Services News & Moves That Caught Our Eye
Market / Miscellaneous
24. Changes to Nikkei 225
25. Natural Gas Prices Rise in Europe
26. Olympics Bribery Scandal and Arrests
27. Other News & Moves That Caught Our Eye
Strategy / Macro
28. The Thorny Issue of Inflation Subsidies
29. The Yen/US$ and JGB Yields
30. Macro Data Released This Week
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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