- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week to 8 December 2023
Weekly Comment SummaryWhile familiar to those who move in Japanese financial circles, current Bank of Japan Deputy Governor Ryozo Himino was hardly a household name outside of that group. That changed on Wednesday when he delivered an analysis of what would happen if / when interest rates in Japan turned positive, explains Pelham Smithers.
PSA Company Visits, Tours and Interviews
• Visited: Meeting with CEO of Valens Semiconductor (VLN US), Shin-Etsu Chemical (4063 JT), Fujifilm Holdings (4901 JT), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT)
• Presentations at: Asahi Kasei (3407 JT), Nippon Sanso (4091 JT), Mitsubishi Gas Chemical (4182 JT), Nankai Chemical (4040 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. A Month of Respite for SaaS Stocks – A Sector Update
2. Japan Elevator Services Holdings (6544 JT) Initiation – Updraft
3. Trend Micro’s (4704 JT) IR Day
4. Honda (7267 JT) Bounce Back Could be Short Lived
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Games Round-Up
2. Take Two (TTWO US) Sets 2025 Launch Date for Grand Theft Auto VI
3. GTA6 Launch Revives Talk of PS5 Pro Launch in 2024
4. Konami’s (9766 JT) Massive New Slot Machine Unveiled at Barona Casino
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Oct Digital Camera Shipments Rise Just +2% YoY
7. DRAM Prices Starting to Surge
8. Toppan (7911 JT) Ups FC-BGA Substrate Capacity
9. Fujifilm (4901 JT): Developments in Life Sciences and Imaging
10. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
11. Iwatani (8088 JT) Falls on Cosmo Energy (5021 JT) Share Purchase
Autos
12. Toyota’s (7203 JT) UK Investment Plans / EV Plans for Europe
13. Nissan (7201 JT) and MMC (7211 JT) Confirm Investment Plans in Ampere
Auto Parts / Machinery
14. Komatsu (6301 JT) Share Price Reverses with that of HCM
15. Nikkei Article Sends Komatsu Lower
16. Denso (6902 JT) Advertises Its Share Sale on the Subway
Internet / eCommerce
17. Smaregi’s (4431 JT) Active Store Ratio Surpasses 30%
18. Decent Good Runs of LY Corp Group Companies
19. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
20. Money Forward’s (3994 JT) Credit Card for Bill Payments Hits Total of ¥1.5bil Since Aug Launch
Pharma
21. Japanese Healthcare Stocks: Time for a Rethink?
Small- / Mid-Cap Insights
22. Government’s Plan to Encourage Succession M&A
23. Gym Operator Curves (7085 JT) sees Membership Rise
24. Domestic Tourists are Out and About Again
Miscellaneous / Market / Strategy / Macro
25. Japan Macro Data Out This Week
26. BoJ Governor’s Comments Make Headlines
27. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since August 2023
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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