- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 15 September 2023
Weekly Comment SummaryThe past year has seen strong growth in nominal GDP in Japan, as inflation has combined with real GDP growth. Inflation looks set to continue but what about growth? Pelham Smithers comments
PSA Company Visits, Tours and Interviews
• Visited / Spoke with: NuScale Power Corp (SMR US), Visional (4194 JT), Appier (4180 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Toyota (7203 JT) on a Roll – What Next?
2. An Introduction to Appier Group Inc (4180 JT)
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Industry Round-up
2. Starfield Issues Suggest “Pro” Models for Xbox X / PS5 Already Needed
3. Sony’s (6758 JT) New Automotive Camera Brings CIS Technology in Line with LiDAR
4. iPhone 15 Reveal – Readthrough for Japanese Supply Chain Names
5. What Does the iPhone 15 Pro Max Mean for Console Gaming?
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. UBE (4208 JT) Gets its First Giga-Press Order from Ryobi (5851 JT)
9. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
10. Rising US Auto Inventory Levels Indicate Change in Market Conditions
11. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
12. Rising Oil Lifts Komatsu (6301 JT) to 5-Year High
13. Heavies Decline on RTX Engine Issue; Construction Machinery Sees a Boost
14. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
15. Smaregi’s (4431 JT) FY24 Good Start
16. Anycolor’s (5032 JT) FY24 Off to a Good Start but with Some Caveats
17. GA Technologies (3491 JT) Sold Off Despite Revising Up
Enterprise Software / IT Services
18. Visional Inc (4194 JT): FY23 Q4, Full-Year Preview / Results
19. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
20. Telecom News & Moves That Caught Our Eye
Pharma
21. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
22. Ueda’s Hawkish(?) Comments
23. Weak Machine Tool / Core Machinery Data
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.
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