- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 22 Mar 2024
Weekly Comment SummaryThe Bank of Japan didn’t need to raise rates when it did, and it may be a mistake that it raised rates when it did. But you can’t have negative interest rates forever. It took great courage to end NIRP / ZIRP in Japan, and the immediate response has been positive. Whatever happens next, that response still constitutes a big win for Ueda, and also a big win for the economics profession.
PSA Company Visits, Tours and Interviews
• Visited: Kaneka (4118 JT), Daifuku (6383 JT), Nabtesco (6268 JT)
• Conference Calls with: Kyoritsu Maintenance (9616 JT), Open Up Group (2154 JT), Fujikura (5803 JT) on Telecoms Business with Q&A
• Presentations at: Double A (7683 JT), Tri Chemical Laboratories (4369 JT), UBE Corp (4208 JT), SIIX Corp (7613 JT) on bio-CDMO
PSA Weekly Contents at a Glance
“Please Sir Can We Have a World Class Economist Run Our Central Bank”
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony Reportedly Halts PSVR 2 Production
2. Has Sony Taken Control of Bungie (and is Too Late)?
3. Video Games Industry Round-up 7
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. NAND Prices Continue to Rise as DRAM Softens
6. Nvidia Unveils Blackwell GPU Architecture – Readthrough for Japanese Stocks
7. TSMC Reportedly Considering Japan Packaging Facility
8. Nidec Shares Gain Interest
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Chemical / Material-Related News & Moves That Caught Our Eye
Autos / New Mobility
11. Nissan and Mitsubishi Corp Sign MOU on Mobility
12. Isuzu Goes Electric
Auto Parts / Machinery / Capital Goods
13. IHI Ammonia Substitution for Coal Technology from 2027
14. Fujikura Call on Telecom Biz Upbeat
Internet / eCommerce
15. Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
16. ExaWizards Market Cap at Over ¥50bil for Second Day
17. Japanese AI Start-Up Sakana Develops Gen AI Models Based on Evolutionary Theory
18. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
19. Telecom News & Moves That Caught Our Eye
Pharma / Healthcare
20. Alzheimer’s Disease Market Seen to Grow at 20% CAGR Through to 2032
21. Otsuka and Sumitomo Pharma Revise Licensing Agreement
22. Roche and Chugai Shares Slip on Enspryng Trial News
23. Omron Showcasing New AI-powered VT-X850
Small- / Mid-Cap Insights
24. In-bound Tourism Jumps in February
25. Open Up Group announces Feb KPIs
Miscellaneous / Market / Strategy / Macro
26. Japan PMI Data Surprises on Upside
27. 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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