- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
The PSA Weekly Research Round up for the week to 8 Mar 2024
Weekly Comment SummaryJapan’s 2024 market rally has so far been heavily skewed to large cap names. With valuations for mid cap and smaller cap names offering better value, and now more liquid than before, might we start to see a reversion of this trend? Pelham Smithers investigates.
PSA Company Visits, Tours and Interviews
• Visited / Spoke with: Hotland (3196 JT), Fujifilm Holdings (4901 JT), TDK (6762 JT), KHI (7012 JT), NOK (7240 JT), Toyota Industries (6201 JT), S-pool (2471 JT)
• Presentations at: Ohara Inc. (5218 JT)
PSA in the Press
A Financial Times article on the battle of the console wars. Now, with Microsoft signalling an exit, Pelham Smithers weighs in on the discussion. /3P4BPQw
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Koei Tecmo (3635 JT) – Might Rise of the Ronin Revive Investor Interest?
2. Kawasaki Heavy Industries (7012 JT) – All Five Divisions Improving
3. Toyota Motor (7203 JT) At the Top of its Game
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Might the Video Games Market Shrink in 2024?
2. Video Games Industry Round-up
3. China Smartphone Market Struggling in 2024
4. Capcom 2024 Line-up Being Fleshed Out
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Semiconductor Market Round-up
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. Shin-Etsu Chemical to Double its Pharmaceutical Cellulose Capacity
9. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
10. Strong USA Auto Sales Growth in February for Toyota, Honda
11. Nissan in the News: FTC Investigation and Plans to Invest in Fisker
12. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
13. Listing High for Komatsu
14. KHI Hits 6-year, then 8-yr Highs
15. Other Auto Part / Machinery News & Moves That Caught Our Eye
Enterprise Software / IT Services
16. Sansan Survey on Digital Contracts Shows Stumbling Blocks to Growth
17. Enechange: Audit Opinion on FY23 Results Delayed Over Accounting Treatment of EV Business
18. Other ERP Software / IT Service News & Moves That Caught Our Eye
Pharma / Healthcare-Related
19. Olympus: Earthquake Impact Revision / Taewoong Acquisition Cancelled
20. Astellas Begins Japan Phase 3 Studies for Veozah
21. Other Pharma News & Moves That Caught Our Eye
Small- / Mid-Cap Insights
22. Treasure Factory: Feb KPIs Ahead of Guidance
Market / Strategy / Macro / Misc
23. Japan's Corporate Software Spending Surges in 2023 Q4
24. Retail: Strong February Same Store Sales Performances
25. Improving Macro Data, Yen Strength and Rising Interest Rates
26. Wage Growth Better than Expected in January
27. Dire Household Spending Survey Results Highlight Japan’s Underlying Issues
28. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since December 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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