- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 1 Mar 2024
Weekly Comment SummaryFamously, the Nikkei signalled peak-tech in 1999 when it massively rebalanced the Nikkei 225 in favour of Japan’s Nasdaq-type stocks.
Pelham Smithers discusses whether the Nikkei, with the unveiling of Japan’s answer to SOX, has signalled peak semicon?
PSA Company Visits, Tours and Interviews
• Visited / Conference Calls with: JMDC (4483 JT), Asahi Kasei (3407 JT), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), Koshidaka (2157 JT), S-Pool (2471 JT), Open Up Group (2154 JT), Insource (6200 JT)
• Presentations at: Nissha (7915 JT), RS Technologies (3445 JT)
PSA in the Press
With the Japanese market hitting 34-year highs, Pelham Smithers’ insights are noted in the following FT article: Japan’s Nikkei hits 34-year high on weak yen (ft.com)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. How Japan Transformed from a Bear Market to a Bull Market (and is There More to Come?)
2. Sanrio (8136 JT) – New Licensees in USA and Europe
3. Open Up Group (2154 JT) – Tailwinds Continue
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-Up
2. Disney Merges India Operations with Reliance
3. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Chip Tool Capex to Double by 2032?
5. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. Mitsui Chemicals Focuses on Eyeglass Lens Resins
7. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
8. Global Auto Production Continues to Rise for Most Japanese Automakers
9. Toyota Reflects on Growth Path
10. Hino and Mitsubishi Fuso Merger to be Delayed
11. What is the Rationale Behind Honda’s CR-V PHEV FCV?
12. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
13. Fujikura to Hold Call on 22 Mar on its Telecoms Business
14. Weak Yen Supporting Yaskawa and KHI Shares
Enterprise Software / IT Services
15. Appier Lands Be Group as Client at a Critical Time
16. Cybozu: Jan Sales Still Sub +15% YoY
Pharma / Healthcare
17. Chugai / Orforglipron Update
18. Sysmex Takes Over Production of Shionogi Assay Kits
Small- / Mid-Cap Insights
19. Record Number of Foreign Visitors to Japan in Jan from 10 Countries
20. Insource: February KPIs
Market / Strategy / Macro / Misc.
21. Nationwide CPI +2.1% YoY in January
22. Industrial Production Slumps in January
23. Japanese Labour Market Continues to Quietly Deteriorate
24. Major Nonlife Insurers to Unwind ¥6.5tri in Cross-Holdings
25. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since December 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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