- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Pre-Easter Weekly Research Round-Up for the WTD – from Monday 3 April to Thursday 6 April 2023
Weekly Comment SummaryERP Software analyst Lindsay Whipp discusses whether ChatGPT is going to be a friend or foe to Japan’s small cap AI companies?
PSA Company Visits, Tours and Interviews
Visited: Daikin (6367 JT), Daifuku (6383 JT)
Presentations at: UBE Mitsubishi Cement (unlisted)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Sammy (6460 JT) – Getting Smarter
2. Visional Inc (4194 JT) Initiation Report: Envisioning the Future of Recruitment
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Global Video Game Console Sales +41% YoY in Feb
2. Sony (6758 JT) to Launch a Hand-Held PS5? / FY22 Q4 / FY23 Preview
3. Is Nintendo the New Disney?
4. Panasonic (6752 JT) in Talks with Stellantis and BMW to Build EV Batteries in North America
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Feb Camera Shipments: Volumes Fall -9% YoY, Value Rises +14% YoY
7. Memory Chip Prices Continue to Fall in March
8. Small-Cap SPE Plays Seeing Some Action
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. UBE (4208 JT) Rises on EV Machinery News
11. UBE: Hope for Upturns in Cement and Chemicals
12. Mitsubishi UBE Cement Targets Earnings Reversal
13. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
14. Mixed Results for Japan’s Automakers’ US Sales for March
15. Idemitsu Kosan (5019 JT) Strikes Deal on e-Fuel Manufacturing
Auto Parts / Machinery
16. Toyota Industries (6201 JT): Forklift Engine Certification Update
17. Yaskawa (6506 JT) FY22 Preview: To Guide for Record FY23 OP?
Enterprise Software / IT Services
18. SaaS Companies: A Reminder of a Few of the Ones Whose Business Prospects We Like
Pharma
19. Good Data Presented at AD/PD 23 for Eisai (4523 JT) / Biogen (BIIB US) and Eli Lilly (LLY US)
Miscellaneous / Market / Strategy / Macro
20. Tankan Shows Manufacturing Confidence Slides for Fifth Consecutive Quarter
21. US Stagflation Concerns Sees the Yen Rally
22. 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.
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