- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round-Up for the Week to 24 January 2025
Weekly Comment SummaryPSA autos and mobility analyst Julie Boote discusses current global EV sales growth prospects and considers whether a recovery is in sight
PSA Company Visits, Tours and Interviews
• Visited: Curves Holdings (7085 JT)
• 1-1 Call with: Park24 (4666 JT), GA Technologies (3491 JT)
• Presentations at: Fujifilm Holdings (4901 JT)
PSA in the Press
In this Japan Times article about how luxury and hotel stocks are now all the rage as tourists flock to Japan, PSA analyst Hiroyuki Terada highlights his potential winners.
Luxury and hotel stocks are all the rage as tourists flock to Japan - The Japan Times
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Tokyo Ohka Kogyo (4186 JT): Positioning for Sustained Earnings Expansion
2. Honda and Nissan Share Price Rollercoaster – What’s Next?
3. Curves Holdings (7085 JT) – New Format Likely Revealed with Full-Year Results
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-Up
2. Sony Has Surprise Movie Hit on its Hands
3. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. AI Arms Race Moves Up Another Gear
5. Nidec Reports FY24 Q3 Earnings
6. Other News & Moves That Caught Our Eye
Chemicals / Materials
7. Mitsubishi & Sumitomo Chemical and Their Pharma Subsidiaries
Autos / New Mobility
8. MMC May Not Participate in Merger
9. Toyota FY24 Q3 Preview
10. Mazda Launches New Electric Model in Europe
11. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
12. Another Sparkling Set of Machinery Order Numbers
13. Automation Up Ahead of Fanuc’s Q3
14. Fujikura: New High and Q3 Preview
Internet / eCommerce
15. Rakuten Defends Mobile Strategy as AI Bet
16. GA Technologies Sold off as Expected Rate Hike Draws Near
17. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. NRI: FY24 Q3 Preview
19. TIS Inc: FY24 Q3 Preview
20. Other News & Moves That Caught Our Eye
Pharma / Healthcare
21. Chugai Pharmaceutical: FY24 Q4 Preview
22. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
23. Park24’s Dec 2024 KPIs Ahead of Plan
24. Earnings Previews and Upcoming Catalysts for Insource and CUC
Miscellaneous / Market / Strategy / Macro
25. Japan’s “High Expectations” Earnings Season Commences
26. BoJ Raises Rates as Nationwide CPI Comes in Higher than Expected
27. Seven & I to Raise Food Prices
28. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & Reports
Important Disclosure Statement from Pelham Smithers Associates Limited
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.