- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the Week to 6 September 2024
Weekly Comment SummaryPelham Smithers inaugurates a series of weekly market comments on the video games industry in the run up-to TGS 2024.
This week we look at how you can get a game horribly wrong, as Sony has with Concord.
The next one will look at how you get a game right, with Black Myth: Wukong.
PSA Company Visits, Tours and Interviews
• Visited / Had calls with: KHI (7012 JT), Daifuku (6383 JT, Insource (6200 JT), Sunwels (9229 JT), Strike (6196 JT), Amvis (7071 JT), CUC (9158 JT)
• Presentations at: Tri Chemical Laboratories (4369 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Fujikura (5803 JT) Riding the AI Theme FY24~FY26
2. Bandai Namco (7832 JT) – Can it Build on Elden Ring?
3. Mazda’s (7261 JT) Incentives Surge in Focus
4. Hospice Care Operators
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up
2. Apple iPhone 16 Reveal [due 9 Sep]: Implications for Japanese Suppliers if Design is as Expected
3. Sony May Have Gained Exclusive Marketing Rights for GTA 6
4. Sony Live Service Game Concord Struggles, Ends up Cancelled
5. Dragon Quest Monsters 3 to Launch on Steam, Mobile on 11 Sep
6. Dungeon & Fighter Revenues Down by a Third in August
7. Why Are Mr & Mrs Erikawa Buying More Koei Tecmo Stock?
8. Panasonic Looks to Build Locker Business
9. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
10. Why Did SOX Fall -7.8% on 3 Sep?
11. Other News & Moves That Caught Our Eye
Chemicals / Materials
12. Shin-Etsu Announces 300mm GaN Substrate
13. Other News & Moves That Caught Our Eye
Autos / New Mobility
14. Japan Auto Sales Decline in August
15. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
16. Fujikura Listing High Finale?
17. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Software Spend Surprisingly Weak in 2024 Q2
19. Enechange Gives FY24 Forecast and Will Change Fiscal Year
20. Visional FY24 Q4 Preview
21. Other News & Moves That Caught Our Eye
Pharma / Healthcare
22. Healthcare News Round-Up
23. Other News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
24. Insource: August KPIs
25. Sunwels Facing Accusations of Over-Provision, Over-Charging
26. Other News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
27. July Wage Data Supports BoJ Stance Despite Headline Figure Falling
28. More Quasi-Positive Economic Data
29. 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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