- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round-Up for the week ending 21 Apr 2023
Weekly Comment SummaryWith cashless payment penetration in Japan at a record high, Thao Nguyen looks at the current issues affecting Japan’s cashless market.
PSA Company Visits, Tours and Interviews
Visited / Contacted: Email Q&A with Sansan (4443 JT) and Money Forward (3994 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Money Forward (3994 JT) Joins Shift (3697 JT) and Sansan (4443 JT) in Trouncing Market Estimates
2. Renesas (6723 JT) – What Next?
3. Japan’s Cashless Penetration Rate Tops 36%
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. March Video Game Console Sales in Europe: PS5 Sales Surge
2. Sega Sammy (6460 JT) to Buy Angry Birds Maker Rovio for US$776mil
3. Capcom (9697 JT) to Launch Mobile Monster Hunter Game Co-developed by Niantic
4. Sony (6758 JT) to Spin Out Its PlayStation Business?
5. Might Nintendo (7974 JT) Unveil a Switch Pro-Like Replacement for Holiday Season 2023?
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Is EUV Capex Set to Fall?
8. Feb Capacitor Production Slumps
9. Alps Alpine (6770 JT) Slashes its FY22 OP Forecast
10. Disco FY22 4Q OP +11% YoY but FY23 Q1 OP Guidance -24% YoY
11. Nidec (6594 JT) Set to Release Upbeat Guidance Numbers
12. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
13. Zeon (4205 JT) Writes Down S-SBR Assets, Again
Autos
14. IRA EV Tax Credit List Published. No Japanese Model Qualifies
15. Japanese Big 3 Present New Models at Shanghai Auto Show
16. Mixed Picture for EV Sales in March
17. Is Nissan (7201 JT) Back to its Old Ways?
18. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
19. Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
20. Digital Salary Payment Ban in Japan Now Lifted
21. CyberAgent’s (4751 JT) Uma Musume Approved in China – Will Revenues Make it into FY23 Earnings?
22. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
23. Money Forward (3994 JT) Produces Excellent FY23 Q1 Results
24. NRI (4307 JT) FY22 Q4 Preview
25. Other ERP Software / IT Services News & Moves That Caught Our Eye
Pharma
26. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
27. Just How Enthusiastic Are Foreign Investors About Japan?
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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