- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 25 October 2024
Weekly Comment SummaryJapan goes to the polls on Sunday. It is usually the right move for a newly appointed PM to call a General Election but, in this case, polling hasn’t worked out favourably for Shigeru Ishiba, making this the tightest run contest in Japan since 1996.
Pelham Smithers takes us through the seats up for grabs, what the polls are indicating and the battles ahead. He also provides us with his General Election Model.
PSA Company Visits, Tours and Interviews
• Visited: Koshidaka Holdings (2157 JT), Tresure Factory (3093 JT)
• 1-1 Call with: Curves Holdings (7085 JT)
• Presentations at: Shin-Etsu Chemical (4063 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Shin-Etsu Chem (4063 JT): Suggestions of Higher Shareholder Returns
2. Daifuku (6383 JT): Seeing Steady Improvement with Clean Room Demand
3. Toyota Motor (7203 JT): FY24 Q2: Profits Set to Decline, but Guidance Upgrade Possible
4. Why is the Market So Mistrustful of Bandai Namco’s (7832 JT) Earnings?
5. Koshidaka Hdgs (2157 JT): Attractive Dividend Yield in FY27
6. Curves Hdgs (7085 JT): Memberships Accelerating
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Why is Animé Doing So Well?
2. Video Games Round-Up
3. Bandai Namco Revises Up Again
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Did DRAM Prices Fall in September? Well, It Depends…
5. Nidec FY24 OP Above Estimates
6. Canon: FY24 Q3 OP +19% YoY Below Expectations, Revises Down
7. Other News & Moves That Caught Our Eye
Chemicals / Materials
8. Shin-Etsu Reports Strong Q2, Stays Conservative
9. UBE Corp Revises Down H1 on Restructuring
10. Other News & Moves That Caught Our Eye
Autos / New Mobility
11. European Auto Sales Decline in September – BEV Sales up
12. Nissan: New Model Launches in the US
13. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
14. Weak Yen Impact on Heavies
15. IHI Aero-Engine Presentation: Dull OPM Guidance
16. Fanuc Q2 OP 20% Above Consensus
17. HCM Cuts FY24 OP by Over 8%
18. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
19. ExaWizards Strengthens Business Partnership with Takara Subsidiary
20. NRI FY24 Q2 Preview
21. Other News & Moves That Caught Our Eye
Pharma / Healthcare
22. Otsuka Rides Rare Disease Wave with Sibeprenlimab Update
23. Chugai Announces Q3 FY24 Results, Beats Analyst Expectations
24. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
25. CUC FY24 Q2 Preview
Miscellaneous / Market / Strategy / Macro
26. New Opinion Poll Very Negative for LDP
27. Tokyo CPI – Inflation: Now You Don’t See It… Now You Do…
28. 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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