- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 18 October 2024
Weekly Comment SummaryHeadline inflation in September fell to +2.5% YoY from +3.0%, which sounds deflationary.
However, JGB yields rose on the news, in part because the number was in line with expectations, and perhaps – as Pelham Smithers suggests – it might also be because low level inflation appears to be becoming normalized.
PSA Company Visits, Tours and Interviews
• Visited / 1-on-1 Calls with: S-pool (2471 JT) and Curves Holdings (7085 JT)
• Presentations at: Koshidaka Holdings (2157 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Video Industry Game Updates
2. Poor Polling on Ishiba’s Cabinet
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Global Video Game Console Sales Plummet in August
2. Video Game Milestones Announced
3. Sega Beats Bandai to Top Japan Video Game Charts
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. MLCC Production -3% YoY in August
6. ASML’s Weak Orders Suggest China Hitting Saturation on SPE Demand
7. Disco FY24 Q2 OP +52% YoY
8. Other News & Moves That Caught Our Eye
Chemicals / Materials
9. Shin-Etsu’s President Discusses Strategy
Autos / New Mobility
10. China Auto Sales Decline in September
11. Toyota to Co-Develop Humanoid Robots
12. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
13. August Core Machinery Orders Fall, but Broader Picture is Much Better
14. Fujikura Listing High Volatility
15. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
16. Money Forward Misses FY24 Q3 Sales Expectations
17. Sansan Bounces on Broker Upgrade
18. Other News & Moves That Caught Our Eye
Pharma / Healthcare
19. Chugai’s Positive Updates on Ovarian Cancer and Spinal Muscular Atrophy Drugs
20. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
21. Record Level of Tourists to Japan for September
22. Curves Holdings FY24 Results
23. September KPIs at Park24 Continues to Outpace Company Guidance
Miscellaneous / Market / Strategy / Macro
24. Ishiba’s Cabinet Popularity Sinks in Latest Kyodo Poll
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.
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