- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 28 June 2024
Weekly Comment SummaryWilliam Nestuk reviews the performance of Japanese machinery stocks over the past quarter. Multi-year visibility of earnings is key, he feels.
PSA Company Visits, Tours and Interviews
Visited / Calls with: Anicom Holdings (8715 JT), Fujita Kanko (9722 JT), Open Up Group (2154 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Park24 (4666 JT): Contracts in Australia Are for 5 Years on Average
2. Shift (3697 JT) - How its HR and AI Strategies Coexist
3. Japan Stock Market Quarterly & Focus List Update for 2024 Q3
Stalling Market: Multi-Year Visibility Key for Machinery Stocks
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Readthrough from Nintendo Direct for Nintendo Stock
2. Mixed Picture For the Video Games Sector
3. Gumi to Raise ¥2.92bil in Private Placement
4. Capcom Announces Another “Reissue” to Boost FY24 Performance
5. Capcom Announces
6. Video Games Industry Round-up
7. Other Consumer Elec / Gaming
Technology: Industrial Electronics / Components / Semis & SPE / Precision
8. Sony Targeting FY24 CMOS Image Sensor Market Share at 58% +5ppts
Chemicals / Materials
9. Kaneka’s Potentially Conservative FY24 Guidance
10. Other Chemicals / Materials News & Moves That Caught Our Eye
Autos / New Mobility
11. Nissan Closes China Plant
12. Weak Yen to Boost Automakers’ FY24 Q1 Results
13. Mixed May Production Results for Japanese Automakers
14. Other Auto News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
15. MHI Listing High and +25% This Month
16. Yen Plays: Yaskawa, KHI
17. Machinery / Capital Goods News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Shift’s Acquisition Departs from Company’s Own M&A Criteria
19. NTT Group’s Tsuzumi LLM Launches on Microsoft’s Azure Platform in Japan
20. Other ERP Software / IT Services News & Moves That Caught Our Eye
Pharma / Healthcare
21. Takeda Announces Livtencity Approval and Positive Mezagitamab Phase 2b Results
22. PeptiDream Extends Gains as Trials for 64Cu-ATSM Head to Phase III
23. Other Pharma / Healthcare News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
24. Fujita Kanko’s Hotel Business Doing Well
25. Other Small- / Mid-cap News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
26. Economic Data Out This Week
27. Key May Economic Data Supportive of Rate Hike
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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