The PSA Weekly Research Round up for the week to 19 July 2024
Weekly Comment SummaryPelham Smithers discusses the BoJ’s options ahead of their next meeting on 31 July.
PSA Company Visits, Tours and Interviews
• Visited: S-pool (2471 JT), Koshidaka Holdings (2157 JT), Treasure Factory (3093 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Does Intervention Make a Rate Hike More or Less Likely?
2. Chinese Automakers Go Global
3. Curves (7085 JT) – New Services Launched via Franchises
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Roundup
2. Sony’s Concord Closed Beta Gets Poor Reviews
3. Video Games Industry Roundup
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Japan IC / SPE Sector – Valuation Risk for SPE, Earnings Risk for IC
6. TSMC 2024 Q2 OP +43% YoY
7. Disco FY24 Q1 OP +97% YoY
8. Nidec Shares Under Pressure on China Concerns
Chemicals / Materials
10. Chemical / Material-Related News & Moves That Caught Our Eye
Autos / New Mobility
11. Japanese Automakers Outperform in Europe in June
Auto Parts / Machinery / Capital Goods
12. Komatsu Hits Listing High on Trump Trade
13. KHI Convincingly Breaks 2015 Listing High
Enterprise Software / IT Services
14. Money Forward FY24 Q2 Results Beat Market Expectations
Internet / eCommerce
16. Internet / eCommerce News & Moves That Caught Our Eye
Pharma / Healthcare
17. Healthcare Equipment Round-up
Small- / Mid-Cap Insights
19. Park24: June KPIs Ahead of Plan
20. Tourists to Japan Rise Again
Miscellaneous / Market / Strategy / Macro
22. 2024 Q2 China Economy +0.7% QoQ
23. Japan Macro and Market Data Out This Week: Trade / Nationwide June CPI / Foreign Investor Activity
24. 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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