- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 13 September 2024
Weekly Comment SummaryIn the run-up to Tokyo Game Show 2024, we’ve been looking at what works in video games and what doesn’t.
Last week we looked at the disappointment that was Concord. This week, Ewen Moye and Pelham Smithers look at the success that is Black Myth Wukong.
PSA Company Visits, Tours and Interviews
• Visited / 1:1 Calls With: Kaneka (4118 JT), Insource (6200 JT)
• Presentations at: Nitto Denko (6988 JT), Toray (3402 JT), Ohara Inc (5218 JT), W-Scope (6619 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Anicom Holdings (8715 JT) Initiation: ROE Improvement to Continue through Buybacks & AXA
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-Up
2. Apple “Glowtime” Fails to Light Up
3. Sony Unveils PS5 Pro
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Toyota EV News Adds to Rohm’s Woes
6. Readthrough from Nvidia’s Rental Income on Japan AI / Datacentre Sector
7. TDK Set To Ponder Building EV Battery Plant in The US
8. Fujifilm Reportedly to Sell its Copiers in the US
9. Other News & Moves That Caught Our Eye
Chemicals / Materials
10. W-Scope Withdraws FY24 Guidance on Uncertainties
11. Restructuring at Sumitomo and Mitsubishi Chemical
12. Other News & Moves That Caught Our Eye
Autos / New Mobility
13. Stronger Yen Hurting the Auto Sector
14. Toyota Cuts EV Production Targets
15. Nissan To Further Cut US Production
16. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
17. Cable Makers Firming
18. IHI Hits a 30-Year High
19. KHI Shares Jump on Upgrade
Enterprise Software / IT Services
20. Visional’s FY25 Sales and OP Growth to Slow
Pharma / Healthcare
21. Healthcare Equipment and Pharma Round-Up
22. Dato-DXd Disappoints on OS
23. Nxera Gains on Centessa’s Positive Interim Phase 1 Data
24. Astellas to Present on Progress in Advanced and Hard-to-Treat Cancers
Micro- / Small- / Mid-Cap Insights
25. Treasure Factory’s August KPIs
26. Park24 Q3 Preview
27. GA Technologies: FY24 Q3 OP Down -32% YoY on RW OpCo Losses, Higher SG&A
Miscellaneous / Market / Strategy / Macro
28. Foreign Selling Rises
29. MonotaRO Aug Sales +9.7% YoY 22
30. Other News & Moves That Caught Our Eye
List of Recently Published PSA Reports
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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