- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the Week to 29 November 2024
Weekly Comment SummaryWhat video games to get for the holiday season? With it being Black Friday and with video games being back in vogue, Pelham Smithers has a look at what games people might want to buy, and also at where there are some good Black Friday offers.
PSA Company Visits, Tours and Interviews
• Visited: M&A Capital Partners (6080 JT), Moriya Transportation Engine & Mfg (6226 JT), Fujifilm Holdings (4901 JT), Mitsui Chemicals (4183 JT)
• 1-1 Call with: S-Pool (2471 JT), Net Protections (7383 JT)
• Conference Calls with: Toyota Motor (7203 JT)
• Presentations at: Moriya Transportation Engine & Mfg (6226 JT), Nippon Soda (4041 JT), Adeka (4401 JT), Mitsui Chemicals (4183 JT), Nihon Nohyaku (4997 JT)
• Market Research: QB Net Holdings (6571 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. The Video Games Industry as we Head into 2025
2. M&A Capital Partners (6080 JT) – Initiation – Restart, with Good Outlook for Q1
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up
2. Nintendo News Round-up
3. PS5 Pro Best-Selling PS5 Model for a Third Week in Japan
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Ricoh Revises Up
6. Japan October SPE Billings +33% YoY
7. NEC Ramps Up AI Interaction
8. Other News & Moves That Caught Our Eye
Chemicals / Materials
9. W-Scope Guides for Losses in FY24
10. Other News & Moves That Caught Our Eye
Autos / New Mobility
11. Risk of USMCA tariffs to Hit Japanese Automakers
12. Honda Launches First e-Scooter in India
13. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
14. “Heavies” Fall Back
15. Daikin US Tie-Up is a Longer-Term Plus
Internet / eCommerce
16. Anycolor: A Revisit
17. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. NTT Data Survey Underlines Juxtaposition Between Management Optimism
over GenAI and Understanding of its Benefits
19. Other News & Moves That Caught Our Eye
Telecom
20. Telecom News & Moves That Caught Our Eye
Pharma / Healthcare
21. Update on Chugai’s Hemlibra
22. One Month on from Ex-CEO Scandal: Olympus down -11%
Small- / Mid-Cap Insights
23. Kyoritsu Maintenance’s October Monthly Sales
24. Other News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
25. PPI Services +2.9% YoY in October
26. Good Activism vs Bad Activism in the Japanese Stock Market
27. Bank of Japan Buys Just Under ¥5tril Worth of JGBs in November
28. Japan Economic Data: “Worse than Expected”, but not “Bad”
29. Other News & Moves That Caught Our Eye
List of Recently Published PSA Notes & 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.
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.