- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 1 September 2023
Weekly Comment SummaryPelham Smithers notes the sharp slowdown in enterprise software growth in 2023 Q2.
PSA Company Visits, Tours and Interviews
• Visited / Contacted: Shin-Etsu Chemical (4063 JT), Fujifilm Holdings (4901 JT), TDK (6762 JT), UBE Corp (4208 JT), Resonac (4004 JT), Daikin (6367 JT)
• Presentations at: Adeka Corp (4401 JT), RS Technologies (3445 JT), Tri Chemical Laboratories (4369 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Building the Perfect EV Platforms – A Process of Trial and Error
2. System Integrators Update – Smaller is Beautiful
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Positive Reviews for Bandai Namco (7832 JT) / Kadokawa’s (9468 JT) New Video Game
2. Sony (6758 JT) Ups PlayStation Plus Prices
3. Sony’s Equalizer 3 Box Office Receipts Expected to Open with US$38mil Over Long Weekend
4. Panasonic (6752 JT) Unveils Power Generating Window Technology
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Google Hedges Its AI Bets, Adds to AI Price War
7. NEC’s (6701 JT) Process Mining Tie-Up with Industry Leader Celonis
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Shin-Etsu (4063 JT) Remains Resilient Despite the Demanding FY22 Comps
Autos
10. Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
11. Machinery: Pockets of Strength
12. Construction Machinery Stocks Up Every Day this Week
13. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
14. Increasing Use of Metaverse in HR Activities
15. Net Protections (7383 JT) Surges to a One-month High
16. BASE Inc (4474 JT) Surges to a New High
17. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Another Large Bill One Contract for Sansan (4443 JT)
19. ExaWizards (4259 JT) Embarks on a Space Odyssey
Pharma
20. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
21. Does the BoJ Need to Raise Liquidity Further? Could It Even Do So?
22. Data Out This Week
23. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since May 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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