The PSA Weekly Research Round up for the week to 18 August 2023
Weekly Comment SummaryWeWork, 72% owned by SoftBank, continues to teeter on the brink. We highlight some observations of a former WeWork office inhabitant.
Reports / Flash Notes Summaries (pdfs attached)
1. Sox vs the Semiconductor Market
As semiconductor stocks sell off, the chip market is showing signs of recovery. Pelham Smithers reviews whether this presents as a re-entry level.
2. Nabtesco (6268 JT) Update
William Nestuk reviews the recent difficult period for the company’s earnings and looks ahead to its prospects in FY24.
3. Secure Inc (4264 JT): A Quick Take on Fast-Growth Company
With Japanese organisations increasingly turning to building security software, we look at the prospects for micro-cap Secure. Through analyst Lindsay Whipp’s analysis of this AI building security firm, we look at the broader security software market and its foray into unmanned retail stores.
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Kanto Denka (4047 JT), Nabtesco (6268 JT), Komatsu (6301 JT)
• Conference Calls with: Email Q&A with ExaWizards (4259 JT)
• Presentations at: Microwave Chemical (9227 JT)
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.