- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 16 August 2024
Weekly Comment SummaryPSA’s Capital Goods analyst William Nestuk comments on the mixed bag of results from the Machinery, Automation and Cable makers and finds plenty to be positive about.
PSA Company Visits, Tours and Interviews
• Visited / 1:1 Calls with: Kakuyasu Group (7686 JT), Sanrio (8136 JT), Park24 (4666 JT)
• Presentations at: QB Net (6571 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Sysmex (6869 JT) Starts FY24 with Best-Ever Quarter
2. Sanrio (8136 JT) – Upward Revision Still Conservative
3. Japanese Video Game Publishers – Complacency is the Enemy
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony’s Success With Novel-Based “Rom Drams” Continues
2. Capcom Updates Million Sellers List, Underscores Depth of Catalogue Sales
3. Is April 2025 Now the Earliest that the Switch 2 Will Arrive?
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Technology-related News & Moves That Caught Our Eye
Chemicals / Materials
6. Chemical / Materials News & Moves That Caught Our Eye
Autos / New Mobility
7. China Auto Sales Decline in July
8. Class Action Suit Filed Against Toyota
9. Toyota Shares Gain on Yen, Hybrid Story
10. Other Auto News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
11. Cable Makers’ Moves This Week
12. Other Capital Goods News & Moves That Caught Our Eye
Internet / eCommerce
13. Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
14. JMDC Shares Rally Nearly 20% in a Week
15. ExaWizards Has Strong Start to FY24
16. Appier Beats on FY24 Q2 Sales and OP but Keeps Forecasts Intact
17. PKSHA FY24 Q3 Shows Steady Progress
18. Enechange FY24 Q2 Semi-Annual Report Submission Delay Approved
Pharma / Healthcare
19. Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
20. Kakuyasu: Staff Increases Squeeze Q1 OP but Full-Year Contributions Likely to Lead to a Beat to Guidance
21. Park24’s July KPIs Support Our More Bullish Forecasts for FY24
22. Other News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
23. Kishida Decides Not to Run
24. Japan Q2 GDP +0.8% QoQ
25. 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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.