- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 22 September 2023
Weekly Comment SummaryIn the first two weeks of September, foreign investors sold ¥2.4tril worth of Japanese shares and they have been sellers for four of the past five weeks. Has the love affair with Japanese shares ended? Or perhaps it was never really there in the first place? Pelham Smithers considers.
PSA Company Visits, Tours and Interviews
• Visited: Tokyo Ohka Kogyo (4186 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Yaskawa Electric (6506 JT) - Second Straight Record OP in FY23
2. BASE Inc (4477 JT): Improving Margins with a 3-Year Sales CAGR of 20%+
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Pan-America PS5 Sales in August Up Sharply Versus July
2. Video Games Round Up - Global Console Sales +6% YoY in August
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. TSMC Reportedly Pushing Back Equipment Deliveries
5. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. Petrochemical Profits Threatened by Rising Naphtha Prices
Autos
7. Toyota Shows off New Advancements in Assembly Process – Including Gigacasting
8. Europe’s BEV Sales Share Exceeds 20% for First Time
9. Suzuki Motor Sees Profit-Taking
10. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
11. Komatsu: New Listing High at Last
Internet / eCommerce
12. Rakuten’s Three-Day Winning Streak Comes to an End
13. Mercari US Continues to Face Tough Competition
14. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
15. Sansan Has Strong September Start
16. Shift Accelerates Acquisitions in its FY23 H2
Pharma
17. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
18. BoJ’s JGB Buying Signals Clear Change in Interest Rate Policy from January
19. Japan to Construct More Missile Storage Facilities
20. Government Minister Jumps on European Politicians’ Green Energy Shift
21. 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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