- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 27 September 2024
Weekly Comment SummaryJapan’s new Prime Minister Shigeru Ishiba is a noted reformist, but he also has a raft of interests, which could have implications for the Japanese stock market.
Pelham Smithers discusses.
PSA Company Visits, Tours and Interviews
• Visited: Kyoritsu Maintenance (9616 JT), Fujifilm Holdings (4901 JT), Tokyo Ohka Kogyo (4186 JT), Komatsu (6301 JT), Daikin (6367 JT), Daifuku (6383 JT), Fujikura (5803 JT), and met with CEO / CFO of GA Technologies (3491 JT)
• 1-1 Call with: CUC (9158 JT)
• Presentations at: CUC (9158 JT), Asahi Kasei (3407 JT), Fujifilm Holdings (4901 JT)
• Corporate Access: Anicom Holdings (8715 JT)
PSA In the Press
Pelham Smithers weighs in on a review by Bloomberg discussing five reasons to be optimistic about the Entertainment Business. Netflix, YouTube and Tubi Are Reasons for Optimism in Hollywood - Bloomberg [/news/features/2024-09-23/netflix-youtube-and-tubi-are-reasons-for-optimism-in-hollywood]
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. BayCurrent (6532 JT) Initiation – Small is Beautiful
2. Kyoritsu Maintenance (9616 JT) – Typhoons & Nankai Trough Burdens in Q2
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony State of Play Unveils Ghost of Tsushima Sequel
2. New Zelda Game: Decent Reviews, But Scores Down on Predecessor
3. Video Games Industry Round-up
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Micron and the AI Bubble
6. Other News & Moves That Caught Our Eye
Chemicals / Materials
7. Resonac, Steps in Healthcare and SiC
8. Asahi Kasei’s Calliditas Acquisition, and a Patent Win
9. Other News & Moves That Caught Our Eye
Autos / New Mobility
10. US Ban on China Auto Software/ Hardware: Worse for Suppliers than Automakers
11. Nissan Plans to Develop PHEVs
12. Hino Settles Canada Lawsuit
13. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
14. Fujikura’s Dizzying Outperformance
15. China Machinery Plays Still Rising
Enterprise Software / IT Services
16. PKSHA 3D AI Algorithm Subsidiary to IPO
17. Sansan Adds Aozora Bank as a Client: FY25 Sales and OP Growth to Slow
18. Other News & Moves That Caught Our Eye
Pharma / Healthcare
19. Pharma Round-Up
20. ESMO Congress 2024 News for DSK and Eisai
21. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
22. August KPIs for Anicom
23. CUC Acquires Noah Konzer
Miscellaneous / Market / Strategy / Macro
24. Shigeru Ishiba To Be the Next Japan PM
25. Japan PMI for September Slides on Weak Manufacturing
26. BoJ Bond Buying Indicative of Policy Shift
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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