- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 7 June 2024
Weekly Comment SummaryGlobal EV trade wars are hotting up, explains our autos analyst Julie Boote. Can Japan benefit?
PSA Company Visits, Tours and Interviews
• Visited / Calls with: Daikin (6367 JT), Komatsu (6301 JT), Asahi Kasei (3407 JT), Mitsui Chemicals (4183 JT), Tokyo Ohka Kogyo (4186 JT), Sysmex (6869 JT)
• Conference Calls with: Insource (6200 JT), Kakuyasu Group (7686 JT), Olympus (7733 JT)
• Presentations at: Sumitomo Seika Chemicals (4008 JT), Rasa Industries (4022 JT), Maxell (6810 JT), Tokuyama Corp (4043 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Daikin (6367 JT) FY24 OP Guidance Overly Bullish
2. Japan Elevator Service (6544 JT): Escalator Maintenance to Drive OPM Further
3. Moriya Transportation Engine & Mfg (6226 JT): ASPs Rising
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Industry Round-up
2. Konami Gets Back into the Swing of Console Gaming
3. Nintendo, Capcom Courted by Saudi Gaming Firm
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Hitachi, Microsoft in AI Collaboration
6. Hitachi to Invest US$4.5bil by 2027 in Power Grid Capabilities
7. Has the True Lasertec Been Exposed?
8. NEC Unveils New Industrial AI Tool
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Asahi Kasei’s High-Performance LiB Electrolyte
Autos / New Mobility
11. Japan’s Automakers Post Sales Gains in The US in May
12. Toyota Reports Auto Safety Test Infractions
13. Airbag and Patent Infringement Issues at Nissan Motor
14. Honda Starts Building a Plug-in Hybrid Fuel Cell Car
15. Other Auto-Related News & Moves That Caught Our Eye
Capital Goods / Machinery / Auto Parts
16. Automation Keeps Sagging
17. Other Auto Part / Machinery News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Money Forward Adds AI to Digital Contract SaaS
19. ExaWizards Aims to Boost Corporate ChatGPT Product Sales by Adding Sales Partner
20. Other ERP Software / IT Services News & Moves That Caught Our Eye
Pharma / Healthcare
21. Daiichi Sankyo Rises on Share Buyback News
22. Olympus CEO Bullish in Analyst Meeting
23. Other Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
24. Kakuyasu’s May Sales Ahead of Plan
Miscellaneous / Market / Strategy / Macro
25. 2024 Q1 Capex: Hardware +6.8% YoY, Software +6.9% YoY
26. 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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