- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week to 22 December 2023
Weekly Comment SummaryA year ago, Japan Prime Minister Fumio Kishida may have expected to run for the LDP presidency (and therefore gateway to the Prime Minister role) unopposed. Now there’s growing pressure on him to step aside. Pelham Smithers discusses.
PSA Company Visits, Tours and Interviews
• Visited: Kyoritsu Maintenance (9616 JT), Daifuku (6383 JT), HCM (6305 JT), JSR (4185 JT), Mitsui Chemicals (4183 JT)
• Presentations at: Komatsu (6301 JT), Asahi Kasei (3407 JT), Kuraray (3405 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Amvis Holdings Inc (7071 JT) – Strong Tailwinds Continue
2. Olympus (7733 JT)) – Time to Look Forward to FY24
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Beijing Cracks Down on Video Games Again
2. Might Bandai Namco (7832 JT) Miss Guidance?
3. Sony (6758 JT) Seen as Unlikely to Extend Zee (Z IN) Merger Deadline
4. Nexon’s (3659 JT) The Finals Drops One Spot in Steam Charts
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. NAND Flash Prices Ending Year on a High Note
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. Mitsubishi Chemical (4188 JT) Shares Fall on CEO Change
9. Asahi Kasei (3407 JT) Focuses on its Growth Strategy
10. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
11. Will US Auto Financial Services Recover in 2024?
12. Nissan (7201 JT) to Tackle China Problem via Exports
13. Toyota (7203 JT) Subsidiary Daihatsu Stops Sales of All Models
14. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
15. Komatsu (6301 JT) Excelling in Central / South America
16. Fujitsu General (6755 JT) Sale Could be Rushed
Enterprise Software / IT Services
17. How Sansan’s (Products are Reducing Costs and Raising Efficiency at a Logistics Firm
18. Cybozu Forecasts Slower Growth for FY24, Raises Dividend
Pharma
19. Noile-Immune (4893 JT) / Takeda (4502 JT) End Licensing Agreement
20. Other Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
21. Kyoritsu Maintenance (9616 KT) Update
22. Other Small- / Mid-Cap News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
23. Japan Unveils 2024 Budget
24. Japan High Street Inflation Slowing Noticeably
25. Is the US Steel Bid a One Off, or Does It Hail a New Era of Japanese Corporate Acquisitiveness?
26. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since September 2023
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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