- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 20 October 2023
Weekly Comment SummaryThe latest CPI figures show inflation slowing in Japan, but that may not be what the proverbial Mrs Watanabe thinks. Pelham Smithers discusses.
PSA Company Visits, Tours and Interviews
• Presentations at: Mitsubishi Chemical Group (4188 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Activism in Japan: Keisei Railway (9009 JT) Revives the Affiliate Shareholding Debate
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games D-Day / Industry Round-Up
2. Might Sony (6758 JT) Look to Buy Disney’s India Operations over ZEE?
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Readacross from ASML’s (ASML NA) FY23 Q3 Results
5. WDC / Kioxia Deal Back on the Cards
6. Mtb Corp (8058 JT) Eyeing Fujitsu’s (6702 JT) Stake in Shinko Elec (6967 JT)
7. Shinko (6967 JT) Revises Forecasts
8. Is the Worst Over for the Smartphone Market? 10
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Mitsubishi Chemical (4188 JT) IR Day Gets a Cool Reception
Autos
11. Mazda (7261 JT) Pondering EV Possibilities
12. Subaru (7270 JT) Presents EV Sports Car at Mobility Show
13. Sony Honda Mobility Presents Afeela Prototype
14. Honda (7267 JT) to Offer Self-Driving Ride Service in Japan with GM
15. Other Auto-Related News & Moves That Caught Our Eye
Internet / eCommerce
16. Istyle (3660 JT) Hits One-month Low
17. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Money Forward (3994 JT) Tumbles on FY23 Operating Loss Guidance
19. NRI (4307 JT) FY23 Q2 Preview
20. Other ERP Software / IT Services News & Moves That Caught Our Eye
Pharma
21. Daiichi Sankyo in Triple ADC Drug Deal with Merck
Miscellaneous / Market / Strategy / Macro
22. 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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