- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 25 August 2023
Weekly Comment SummaryIt has been a successful summer for Sony’s film unit with Spider-man: Across the Spider-verse, No Hard Feelings and Insidious: The Red Door all delivering strong numbers. Will Gran Turismo end the run? Pelham Smithers assesses its prospects.
PSA Company Visits, Tours and Interviews
• Visited / Contacted: Kaneka (4118 JT), Komatsu (6301 JT), Daikin (6367 JT), Daifuku (6383 JT), SMC (6273 JT)
• Presentations at: W-Scope (6619 JT), Okura Industrial (4221 JT)
• Small Meeting: Sumitomo Chemical (4005 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Komatsu (6301 JT) Update – Mining to Approach 50% of Sales
2. USA Becomes Power Grid Spend Target as Inflation Reduction Act Impacts – Readacross to Hitachi (6501 JT)
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round Up: PS5 Sales in Europe in July +115% YoY
2. July Global Console Sales -20% YoY
3. As Free-to-Play Comes to Console Gaming, Could Nexon’s (3659 JT) Business Model Go Global?
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Readthrough from Nvidia’s (NVDA US) FY23 (Jan yr-end) Q2 Results
6. Nidec (6594 JT) Rethinks e-Axles Business
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. Kureha (4023 JT) to Expand PVDF Despite PFAS Concerns
9. W-Scope’s (6619 JT) Ambitions for LiBs and Membranes
10. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
11. Increasing Concerns over Auto Industry Strike in USA
12. India EV Sales on The Rise – Japan’s Assemblers Absent
13. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
14. Komatsu (6301 JT) Resilient Amid Weak Market
Internet / eCommerce
15. Rakuten (4755 JT) Shares Fall as KDDI (9433 JT) Introduces New Benefits to Subscribers
16. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
17. What’s Happened to Freee’s (4478 JT) Share Price?
18. Cybozu’s (4776 JT) July Sales Slow Even Further
19. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
20. Telecom News & Moves That Caught Our Eye
Pharma
21. Pharma-Related News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
22. Tokyo CPI Data for August Hints at BoJ Headache
23. US Becomes Power Grid Spend Target as Inflation Reduction Act Impacts
24. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since May 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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