- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 8 September 2023
Weekly Comment SummaryWilliam Nestuk takes a clear-eyed look at profit drivers for Japan’s machinery and “heavy” plays and considers them in the context of investors’ ESG and SDG concerns.
PSA Company Visits, Tours and Interviews
• Visited / Contacted: JSR (4185 JT), KHI (7012 JT), Komatsu (6301 JT), Daikin (6367 JT), Yaskawa (6506 JT), Energy Fuels (UUUU US)
• Presentations at: Toray (3402 JT), Ohara Inc. (5218 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Global Semiconductors: Opportunities & Risks from the AI Chip Boom
2. Daikin (6367 JT): Strong Pricing & Model Mix Offset Unit Sales Decline; China Less Uncertain
3. Smaregi (4431 JT) Initiation
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Tekken 8 to be Priced at US$69.99
2. Flagging the Launch of Microsoft’s (MSFT US) Starfield
3. Video Games Industry Round Up
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Flash Memory Prices Starting to Rally
6. The -3% Drop in July Semiconductor Shipments Suggests Downturn has Bottomed
7. NEC’s (6701 JT) Divisional Changes Highlight Where OPM Progress is Needed
8. Does Japan Still Benefit from Apple’s Shift to High End iPhone Models?
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Shin-Etsu Chemical (4063 JT) and Oki Electric (6703 JT) Advance GaN Technology
11. Fujifilm (4901 JT) Shows Confidence in Imaging Growth
Autos
12. Renault (RNO FP) CEO Hopes for The Best for Ampere Listing
13. Toyota (7203 JT) Hilux Fuel Cell Pick-up to Be Built in UK
14. Toyota Reorganises Woven
15. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
16. Construction Machinery Moves
17. China Property Measures a Positive for Daikin (6367 JT)
18. KHI (7012 JT) Hits 5-Year High on Hydrogen Theme
19. Machinery-Related News & Moves That Caught Our Eye
Internet / eCommerce
20. VTubers Anycolor (5032 JT) & Cover (5253 JT) Hit a New One-Month High
21. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
22. Enechange (4169 JT) Explores Wireless EV Charging Opportunities
23. Money Forward (3994 JT) Survey: A 1/3rd of Japanese Firms Still Need to Prepare for Oct’s New Invoice System
Telecom
24. Telecom News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
25. China Trade Numbers Remain Mired
26. Weak Japanese Economic Data
27. Changes to Nikkei 225
28. 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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