- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 19 April 2024
Weekly Comment SummaryThe conclusions of Ben Bernanke’s report on Bank of England forecasting are being echoed in Tokyo, where next week, we will see Japan’s central bank having to square its decision to raise rates with its current inflation forecasts, says Pelham Smithers.
PSA Company Visits, Tours and Interviews
• Visited / Calls with: Treasure Factory (3093 JT), Curves (7085 JT), Insource (6200 JT)
• Presentations at: Fujifilm Holdings (4901 JT), Mitsui Mining & Smelting (5706 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Koei Tecmo (3635 JT) Revises Down
2. Treasure Factory (3093 JT) – Rising Inbound Tourists Could Be ASP Driver
3. Inbound Tourism Hits Historical High
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up
2. European Video Game Console Sales Slump in March
3. Global Smartphone Shipments +8% YoY in 2024 Q1, PC Shipments +4%
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Nidec Expands Liquid Cooling System Operations
6. ASML Q1 Bookings Just €3.61bil
7. TSMC Cuts Chip Market Forecast on Weak Consumer Demand
8. Toshiba Job Cuts a Reminder of Overemployment at Japanese Firms
9. Fujifilm Holdings’ Vision 2030 Plan
10. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
11. Resonac Revises Up Beyond Consensus
12. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
13. March European Auto Sales: Japanese Automakers Outshine Peers
14. Does Mazda Have a Quality Problem?
15. Nissan Lowers its FY23 Guidance
16. Nissan to Use Gigacasting for EVs
Capital Goods: Auto Parts / Machinery
17. Cable Makers Still Outperforming
18. Machinery Orders Extend Their Strong Start to the Year
19. Other Capital Goods-Related News & Moves That Caught Our Eye
Enterprise Software / IT Services
20. ERP Software / IT Services News & Moves That Caught Our Eye
Pharma / Healthcare / Medical Equipment
21. Astellas Decides on a Spring Cleaning Exercise
22. Sysmex / KHI’s Medicaroid Robot Approved for Respiratory Surgery in Japan
23. Other Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
24. Inbound Tourism on the Rise
25. Park24’s March KPIs
26. Hotland’s March SSS Performance
Miscellaneous / Market / Strategy / Macro
27. Bank of Japan to Move Away from Inflation Targeting?
28. 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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