- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the period from 25 Dec 2023 to 5 Jan 2024
Weekly Comment SummaryJapan’s day traders have a reputation for looking to make money out of disaster. However, there’s a case being made that the recent Noto Peninsula Earthquake, while altogether regrettable in terms of human loss of life and injury, may just be what Japan’s economy needs.
PSA Company Visits, Tours and Interviews
Visited: Park24 (4666 JT), Hamee (3134 JT), Daifuku (6383 JT), KHI (7012 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. The PSA Japan Perspective 2024
2. CUC (9158 JT) Initiation – Earnings Entering Positive Phase
3. Park24 (4666 JT) Update – Strong Unit Price for Car Sharing to Boost FY24 Q1 Earnings
4. EV Markets in Trouble – Have the Japanese Been Vindicated?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round Up
2. Japan Looks to Draft Anti-Monopoly Law Targeting Smartphone Systems
3. AI Set to Dominate CES2024
4. Nexon’s (3659 JT) The Finals Tops 10mil Players
5. Dave the Diver Sales Hit 3mil
6. Silent Hill 2 Firmed Up for 2024
7. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
8. NEC (6701 JT): Success in Enterprise-Use AI System Trial
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Resonac’s (4004 JT) Cheminformatics Tool
11. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
12. US Auto Sales Recover in 2023, but Little Growth Expected for 2024
Auto Parts / Machinery
13. HCM (6305 JT) and the Noto Peninsula Earthquake
Internet / eCommerce
14. Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
15. NRI (4307 JT) Launches GenAI Security Testing Service Application
16. Cybozu (4776 JT) Tweaks its FY23 Forecast Again
Telecom
17. Telecom-Related News & Moves That Caught Our Eye
Pharma 13
18. Pharma-Related News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
19. Kyoritsu Maintenance (9616 JT) and the Noto Peninsula Earthquake
Market / Macro / Miscellaneous / Strategy
20. Might MBOs be the Story of Japan’s Stock Market in 2024?
21. Ishiba Calls for Interest Rate Normalization
22. Nov Job Vacancies Decline -3.3% YoY
23. Wage Talk Survey Indicates Wage Growth Agreement of +5% Ahead
24. Wage Hike News to the Fore
25. A Tale of Two PMIs
26. Key Economic Data Out Next Week
27. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since September 2023
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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