- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 9 June 2023
Weekly Comment SummaryRecent concerns about softening global EV markets are being dispelled, although profitability concerns remain. Meanwhile, that the EV / ICE debate is becoming more nuanced is a healthy development, and one which is helpful to Toyota, explains Julie Boote.
PSA Company Visits, Tours and Interviews
• Visited: Daikin (6367 JT), Yaskawa Electric (6305 JT), KHI (7012 JT)
• Presentations at: Toray (3402 JT) – eight sessions, Zeon Corp (4205 JT), Nankai Chemical (4040 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Apple’s Goggles – Emperor’s New Clothes. or Lifestyle Gamechanger?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Japan Games Exit Mobile Top 10
2. Sony’s (6758 JT) Latest Spider-man Film Takes US$120mil in Opening US Weekend
3. Apple Launches its Vision Pro Goggles / Parts Makers
4. Capcom (9697 JT) Sells 1mil Copies of Street Fighter 6 in Five Days
5. Nexon (3659 JT) Hits New YTD Low as Wars of Prasia Drops in Charts
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Renesas (6723 JT), Nidec (6594 JT) in E-Axle Tie-Up
8. Concerns over Nidec (6594 JT) Succession
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Iwatani (8088 JT) Shares Rise on Japan Hydrogen Strategy
11. Boeing (BA US) Supply Chain Rises on ANA (9202 JT) Comments
12. Zeon’s (4205 JT) Plans Given the Cold Shoulder
13. Miraial (4238 JT): FY23 Q1 OP Result and 1H Outlook Disappoint
Autos
14. New Japan Hydrogen Target Could Support Hydrogen-Based Powertrains
15. Subaru (7270 JT) Upbeat about US Business
16. Toyota (7203 JT) Faces Shareholders’ Discontent
17. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
18. KHI (7012 JT) Rises on Hydrogen, Weak Yen, and Missiles
19. HCM (6305 JT) Outperforming Komatsu (6301 JT)
20. Daikin’s (6367 JT) Performance Since the Fusion25 Release
21. Our Thoughts on Yaskawa’s (6506 JT) Fundamentals Mirrored
Internet / eCommerce
22. Net Protections (7383 JT) Punished for Investing for Growth
23. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
24. Sansan (4443 JT) Takes on SaaS Rivals in Corporate Card Issuance
25. Money Forward (3994 JT): Sending Function Added to Digital Invoice SaaS
26. TIS (3626 JT) Completes First Stage of Buyback Plan
Pharma
27. Eisai’s (4523 JT) Leqembi Looking Good for Approval
28. Other Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
29. April Wages Preview / Results
30. Japan Revised 2023 Q1 GDP Up
31. More Buying from Foreigners
32. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since February 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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