- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 23 August 2024
Weekly Comment SummaryThe rate of inflation in Japan is a hugely important issue. In fact, it is probably the most important issue the country faces. However, to the question “Does Japan have an inflation problem?” you can get diametrically opposed answers, explains Pelham Smithers.
PSA Company Visits, Tours and Interviews
• Visited / Calls with: Open Up Group (2154 JT), Kakuyasu Group (7686 JT), Amvis Holdings (7071 JT), Area Link (8914 JT), Shin-Etsu Chemical (4063 JT), TDK (6762 JT), Asahi Kasei (3407 JT), BayCurrent Consulting (6532 JT), Koshidaka Holdings (2157 JT), Komatsu (6301 JT), KHI (7012 JT), Nabtesco (6268 JT)
• Small Meeting with: Sumitomo Chemical (4005 JT)
• Presentations at: Monogatari Corporation (3097 JT), RS Technologies (3445 JT), UBE Mitsubishi Cement (unl)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. M&A Research Institute (9552 JT): Share Price Decline Overdone
2. Suzuki Motor (7269 JT) Losing Momentum: India Key to Performance
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. PSA’s FY24 OP Forecast Revisions for Japanese Video Game Stocks
2. Gamescom Round-Up
3. Video Game Industry Round-Up
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Component / SPE-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. UBE Corp, Progress in Gigacasting and Cement
7. Other News & Moves That Caught Our Eye
Autos / New Mobility
8. First Attempts by Chinese Assemblers to Enter Japanese Auto Market
9. Demand for Electric Two-Wheelers in India Strong – Is Honda Losing Out?
10. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
11. Machinery Orders +16% YoY in June
12. Fujikura Hits 5th ATH In A Row
13. KHI Joins the Ship Engine Data Scandal
14. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
15. Sansan to Post Special Gain from Sale of Securities
Pharma / Healthcare
16. Healthcare News Round-Up
17. Astellas Gets Approval for Padcev in China
Small- / Mid-Cap Insights
18. Inbound Tourism Remains Strong
19. Koshidaka July KPIs
Miscellaneous / Market / Strategy / Macro
20. Small / Mid Cap Tech: Structural Opportunity or Cyclical Rotation?
21. Seven & I Gets a Takeover Bid
22. 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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