- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 13 October 2023
Weekly Comment SummaryThe latest monthly semiconductor shipments data suggests that shipments are now running at the highest level this year. However, given the sector has run well ahead of the recovery, Pelham Smithers asks whether doing better enough to push the sector higher?
PSA Company Visits, Tours and Interviews
• Presentations at: Fujifilm Holdings (4901 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Giftee (4449 JT)
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-up
2. Where Have SQE’s (9684 JT) Big Dragon Quest Games Gone?
3. Is Nintendo (7974 JT) Undervalued Because of its Japanese Heritage?
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Coherent’s SiC Unit Gets Japanese Investors
6. Canon (7751 JT) Commercializes Nanoimprint Technology, Finally
7. Fujifilm (4901 JT) Targets High Growth by Medical Systems
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Restructuring at Petrochems
10. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
11. Record High US Car Loan Payments
12. Toyota (7203 JT) / Idemitsu (5019 JT) to Co-Develop ASSBs
13. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
14. Yaskawa (6506 JT) Shares Decline Despite Strong Market
15. Automation Performing Well
16. Takeuchi (6432 JT) Solves Component Shortage; Lifts FYCE 23 OP 30%+
Internet / eCommerce
17. Demae-can (2484 JT): Yet to Convince the Market / FY24 Guidance Miss
18. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. Money Forward (3994 JT) FY23 Q3 Preview
20. Shift (3697 JT) FY23 Q4 Beats on OP and Sales
21. Sansan (4443 JT) FY23 Q1 Results
Miscellaneous / Market / Strategy / Macro
22. IMF Raises Japan Growth, Inflation Targets
23. Risk Policy Error – Fears Remain
24. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since June 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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.