- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 6 October 2023
This Week’s Food for Thought SummaryThe yen’s move above ¥150/$ on Tuesday 3 Oct was followed by an exaggerated reversal. At the time, the Bank of Japan was thought to have intervened, but evidence later suggests otherwise. Pelham Smithers investigates.
PSA Company Visits, Tours and Interviews
• Visited: KHI (7012 JT)
• Conference Calls with: Yaskawa Electric (6506 JT)
• Presentations at: Shin-Etsu Chemical (4063 JT), Oki Electric Industry (6703 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Suzuki Motor (7269 JT) Update – First Signs that Growth is Subsiding
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony’s (6758 JT) PS Portal Pre-Orders Already Sold Out in Japan
2. Latest Japan Video Game Sales: Koei Tecmo (3635 JT) Shines
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Disco (6146 JT) FY23 Q2 Parent Sales Fall -6% YoY, Shipments +9% YoY
5. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. Tokyo Ohka Kogyo’s (4186 JT) Leading-Edge Products Grow
7. Shin-Etsu (4063 JT), Oki (6703 JT) Update on GaN
8. Fujitsu (6702 JT) and Riken Develop Japan’s 2nd Quantum Computer
9. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
10. Sep US Auto Sales Growth Strong
11. Toyota (7203 JT) Secures EV Battery Supply for North America
12. Honda (7267 JT) Presents New Prologue EV for US Market
13. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
14. Yaskawa (6506 JT) FY23 Q2 Preview / Results
15. Other Machinery-Related News & Moves That Caught Our Eye
Internet / eCommerce
16. LINE and Yahoo! JAPAN to Start ID Linkage
17. A Re-evaluation of Giftee (4449 JT)
18. Smaregi’s (4431 JT) Fee-Paying Store Numbers Rising
19. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
20. Sansan (4443 JT) FY23 Q1 Preview
21. Shift Inc (3697 JT) FY23 Q4 Preview
Telecom
22. Other Telecom News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
23. Part 1: Might the Tankan Lead to Policy Error?
24. Policy Error Risk Part 2
25. 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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