- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 5 July 2024
Weekly Comment SummaryWith the global pace of EV sales abating, PSA’s electronic materials analyst Joel Scheiman discusses the resulting disruption to earnings for Japan’s LiB supply chain companies
PSA Company Visits, Tours and Interviews
• Visited, Called: Sanrio (8136 JT), Insource (6200 JT), Net Life Insurance (7157 JT), Kakuyasu Group (7686 JT)
• Presentations at: Yaskawa Electric (6506 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Sysmex (6869 JT) FY24 Earnings Preview
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Nexon Releases The First Descendant
2. Final Fantasy XIV Dawntrail Off to a Quiet Start
3. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
4. NAND Prices Drop in June, DRAM Picture More Mixed
5. Hitachi Plans Further Acquisitions Says CFO
6. Other News & Moves That Caught Our Eye
Chemicals / Materials
7. China’s New Rare Earth Policy Lacks Teeth for Now
Autos / New Mobility
8. FY24 Q2 US Auto Sales Flat: Mixed Performance for Japan’s Automakers
9. Toyota Considers Building Wholly-Owned Lexus Plant in China
10. Suzuki Sees Slowdown in India Sales Growth
11. Honda and Nissan to Cooperate on Operating System
12. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
13. Moves in Heavies This Week
14. MHI & Komatsu Hit 4th Straight Listing Highs
15. Yaskawa FY24 Q1 Preview / Results
Internet / eCommerce
16. Time to Reappraise Japan’s Internet Pioneers?
Enterprise Software / IT Services
17. Enechange Update: What Does, or Doesn’t, Happen Now?
18. Shift FY24 Q3 Preview
19. Money Forward: FY24 Q2 Preview
Pharma / Healthcare
20. Healthcare Equipment Industry Round-up
21. AD Drug Donanemab Approved – Readacross to Eisai’s Leqembi
22. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
23. Insource KPIs for June
24. Specialty Retailers’ June KPIs
25. Kakuyasu’s June Sales; Anticipating the Olympics Effect
Miscellaneous / Market / Strategy / Macro
26. Tankan Readthrough
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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