- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round Up for the week to 22 Feb 2024
Weekly Comment SummaryDespite the yen steadily weakening against both the dollar and euro over past three years, Japan’s exports haven’t really taken off. However, the latest trade data suggests that this is finally happening. Pelham Smithers discusses the importance of Japan’s belated export boom.
PSA Company Visits, Tours and Interviews
• Visited: Shin-Etsu Chemical (4063 JT), JSR (4185 JT), Daikin (6367 JT)
• Conference Calls with: Nabtesco (6268 JT)
• Presentations at: Okura Industrial (4221 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Nintendo (7974 JT) Switch 2 Delay: Implications for FY24 and Beyond
2. Japan IT Service Providers: Review of Recent Earnings and Outlook
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Nintendo Switch 2 Delayed?
2. Sony Pictures: Life After Madame Web
3. Why There Will Be No In-House PS5 Games from Sony in FY24
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. SoftBank Group Eyeing US$100bil AI Chip Move
5. “Value” Opportunities in the Japanese IC / SPE Space
6. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
7. Positive Reaction to Resonac’s Plans Continues
Autos
8. Mazda Opens New Innovation Hub
9. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
10. Fujikura Continues to Set New Listing Highs
11. Nabtesco Aims for 10% OPM in FY26
12. Other Auto Part / Machinery News & Moves That Caught Our Eye
Pharma
13. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
14. Nikkei 225 Closes Above 1989 High (At Last)
15. Surprising Fall in Japan PMI
16. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since December 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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