- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 4 October 2024
Weekly Comment SummaryPSA’s autos and mobility analyst Julie Boote looks at the improving outlook for Japan’s currently small EV market in 2025 and considers the prospects for market incursion for non-domestic players.
PSA Company Visits, Tours and Interviews
• 1-1 Call with: Insource (6200 JT), S-pool (2471 JT)
• Presentations at: Mitsubishi Gas Chemical (4182 JT), Tosoh (4042 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Japan Stock Market Quarterly 2024 Q4
2. Preview of Quarterly Results for Small Caps: Treasure Factory, Koshidaka, S-Pool and Curves
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Horizon Online Set to be Next Guerrilla Games Release?
2. New Legend of Zelda Game Debuts at No. 2 in UK Charts / Sells 200,000 Copies in Japan Launch Week
3. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. Fujifilm Ups IC Materials Investments
5. TDK’s New Memristor / Upgraded by Moody’s
6. Optical Fibre Sensing Starts Post-5G Era
7. Other News & Moves That Caught Our Eye
Chemicals / Materials
8. UBE’s ¥74bil Urethane Acquisition, Decision to Exit Steel
9. Other News & Moves That Caught Our Eye
Autos / New Mobility
10. A Slew of Profit Warnings at Western Automakers’ Raises Concern Over Japan’s Outlook
11. Japan Auto Sales Stabilise in September
12. Toyota Delays its EV Plans
Auto Parts / Machinery / Capital Goods
13. Yaskawa’s FY24 Q2 Results: Big Miss Again / Analyst Meeting Feedback
Enterprise Software / IT Services
14. Sansan FY24 Q1 Preview
15. Shift FY24 Q4 Preview
Pharma / Healthcare
16. Healthcare Equipment and Pharma News Round-Up
17. New Strategic Partnership to Battle Prostate Cancer for PeptiDream
18. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
19. Insource Sep KPIs
20. M&A Research Institute Factors
21. Regional Revitalization Likely to Benefit S-Pool
Miscellaneous / Market / Strategy / Macro
22. Japan’s August Industrial Production Reverses July’s Gains
23. Tankan Strengthens, Guides Higher for Manufacturing, Lower for Services
24. Monetary Base Growth Goes Negative
25. Ishiba Starts Selecting Cabinet, Hints at Snap Election
26. SRE Holdings, Kasumigaseki Capital Begin Frozen Storage Service – Cold X Network
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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