- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Research Round-Up for Week to 5 December 2025
Weekly Comment SummaryAhead of the video game ‘Game of the Year’ awards, Pelham Smithers celebrates the high quality of global game releases for 2025. He notes that while the $80 per game price point has been reached in some cases, games need not be this expensive to be fantastic.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. MARI (9552 JT) – Reborn? Early to Judge
2. TKP’s (3479 JT) Core Business & Novarese Both Doing Well
3. Net Protections Holdings (7383 JT) – Post-Earnings Sell-off Has Brought in Valuations
4. Visional (4194 JT) – Outperformance Becoming a Habit
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-up
Technology: Industrial Electronics / Components / Semis & SPE / Precision
2. Is Robotics to be Part of the Current Semiconductor Boom, or a Separate One?
3. Impact of AI Content Creation on Global Data Market Increasing
4. 2025 Q3 Global SPE Shipments Rise +11% YoY
5. DDR5 DRAM Prices Starting to Drift Down
6. Other News & Moves That Caught Our Eye
Chemicals / Materials
7. Chemical / Materials News & Moves That Caught Our Eye
Autos / New Mobility
8. Japan Auto Sales Decline -5.1% YoY in November
9. No Improvement in Honda’s China Business
10. US EV Sales Collapse in November
11. Other News & Moves That Caught Our Eye
Capital Goods / Machinery / Auto Parts
12. Mitsubishi Electric and Data Centres
13. Fanuc Robotics to Leap Ahead
14. SEI and Mitsubishi Electric Hit New Listing Highs
Internet / eCommerce
15. Timee’s FY25 Preview
16. Smaregi Launches New Plan for Restaurants
17. Trend Micro’s IR Day
Enterprise Software / IT Services
18. Sansan Adds AI-powered Automatic Reconciliation Function to Bill One
Pharma / Healthcare
19. Pharma / Healthcare News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
20. Intermestic November KPIs
Macro / Market / Strategy / Misc.
21. FY25 Q2 Corporate Profits +19.7% YoY – Ministry of Finance
22. Japanese Household Spending Slows Sharply in October
23. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
PSA Company Visits, Tours and Interviews
Visited: Kaneka (4118 JT), Novarese (9160 JT), KHI (7012 JT)
1-1 Call with: Lilycolor (9827 JT), Intermestic (262A JT), Insource (6200 JT)
Presentations at: Sakai Chemical (4078 JT), Tosoh (4042 JT), Nippon Sanso (4091 JT)
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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