- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the Week to 13 Dec 2024
Weekly Comment SummaryWill foreigners turn out to have been net buyers of the Japanese stock market in 2024, asks Pelham Smithers.
PSA Company Visits, Tours and Interviews
Visited: Resonac (4004 JT), Kyoritsu Maintenance (9616 JT), Yaskawa Electric (6506 JT), Nabtesco (6268 JT), Daifuku (6383 JT)
1-1 Call with: Open Up Group (2154 JT)
Presentations at: Fujifilm (4901 JT), Mitsui Chemicals (4183 JT), Asahi Kasei (3407 JT), Ohara Inc. (5218 JT)
PSA in the Press
Analyst Hiroyuki Terada explains the reasons behind the +17.1% rise in Zoff eyewear chain operator Intermestic’s November sales in a Bloomberg article on 6 Dec.
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Semiconductor Industry Outlook for 2025
2. Sanrio (8136 JT): Short Break Until Movie Announcement
3. Amvis Holdings (7071 JT): Cheap Valuation, But Still Cautious about Events
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up
2. Kraven the Hunter’s Problems are a By-product of Sony’s Film Division’s Issues
3. Bandai Namco, Kadokawa Announce New Elden Ring Game
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Digital Signage Market in Japan Set to Surge in Wake of Osaka Expo
6. Nidec on A Buying Spree under Chairman Nagamori’s Direction
7. Other News & Moves That Caught Our Eye
Autos / New Mobility
8. Nissan to Replace CFO
9. China Auto Sales Surge in Nov on Scrappage Scheme
10. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
11. Yaskawa i-Cube Mechatronics Worry
12. Fanuc Rises Most on China Stimulus
13. KHI Gains on Defence Roll-Out
Internet / eCommerce
14. Anycolor’s Disappointing FY25 Q2 Results
15. GA Technologies’ FY24 Q4 PTP Rises +171% YoY
16. Smaregi Reported Another Decent Quarter
17. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. NTT Data to Acquire Indian Google Cloud Platform Specialist Firm
19. Visional Meets Consensus Estimates for FY25 Q1
Pharma / Healthcare
20. PeptiDream Update
Small- / Mid-Cap Insights
21. Treasure Factory’s November KPIs
Miscellaneous / Market / Strategy / Macro
22. Japan GDP Revised Up, Bank Lending Accelerates
23. Producer Prices +0.2% MoM, +3.4% YoY in November
24. Japan’s 2024 Q4 Tankan +1pt vs Q3 but Outlook Weakens
25. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
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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