The Must Read PSA Weekly Research Round-up (week to 01 Sep)
REPORTS: Building the Perfect EV Platform / System Integrators / INDUSTRY INSIGHTS: Google hedges its AI bets, adds to AI price war / Machinery: pockets of strength / The metaverse in HR activities / MISCELLANEOUS, MARKET & MACRO: Does the Bank of Japan need to increase liquidity more; could it even do so? / Data out this week / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: New Bandai Namco / Kadokawa video game gets positive reviews / Sony ups PS Plus prices / Equalizer 3 box office receipts expected to be a hit over long weekend / Panasonic unveils power generating window technology / NEC enters process mining in tie-up with industry leader Celonis / Shin-Etsu resilient despite tough FY22 comps
The Weekly Comment by Pelham Smithers
Pelham Smithers notes the sharp slowdown in enterprise software growth in 2023 Q2
Reports / Flash Notes Published This Week: Headlines at a Glance
1. Building the Perfect EV Platforms – A Process of Trial and Error
2. System Integrators Update – Smaller is Beautiful
Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics, Gaming
1. Positive Reviews for Bandai Namco (7832 JT) / Kadokawa’s (9468 JT) New Video Game
2. Sony (6758 JT) Ups PlayStation Plus Prices
3. Sony’s Equalizer 3 Box Office Receipts Expected to Open with US$38mil Over Long Weekend
4. Panasonic (6752 JT) Unveils Power Generating Window Technology
5. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
6. Google Hedges Its AI Bets, Adds to AI Price War
7. NEC’s (6701 JT) Process Mining Tie-Up with Industry Leader Celonis
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Shin-Etsu (4063 JT) Remains Resilient Despite the Demanding FY22 Comps
Autos
10. Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
11. Machinery: Pockets of Strength
12. Construction Machinery Stocks Up Every Day this Week
13. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
14. Increasing Use of Metaverse in HR Activities
15. Net Protections (7383 JT) Surges to a One-month High
16. BASE Inc (4474 JT) Surges to a New High
17. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Another Large Bill One Contract for Sansan (4443 JT)
19. ExaWizards (4259 JT) Embarks on a Space Odyssey
Pharma
20. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
21. Does the BoJ Need to Raise Liquidity Further? Could It Even Do So?
22. Data Out This Week
23. Other News & Moves That Caught Our Eye
PSA Company Visits, Tours and Interviews
Visited / Contacted: Shin-Etsu Chemical (4063 JT), Fujifilm Holdings (4901 JT), TDK (6762 JT), UBE Corp (4208 JT), Resonac (4004 JT), Daikin (6367 JT)
Presentations at: Adeka Corp (4401 JT), RS Technologies (3445 JT), Tri Chemical Laboratories (4369 JT)
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