The Must Read PSA Weekly Research Round-up (week to 23 Aug)
REPORTS: M&A Research Institute (9552 JT) / Suzuki Motor (7269 JT) / INDUSTRY INSIGHTS: PSA’s FY24 OPe revisions for Japanese video game stocks / Gamescom review / Video game industry round-up / First attempts by China’s assemblers to enter the Japanese auto market / Strong demand for electric two-wheelers in India – is Honda losing out? / Inbound tourism remains strong / Healthcare news round-up / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: UBE Corp: progress in gigacasting and cement / Fujikura fifth consecutive listing high / KHI joins the ship engine data scandal / Astellas gets approval for Padcev in China / Takeover bid on Seven & I / Sansan to collect special gain from sale of securities / Koshidaka July KPIs
The Weekly Comment by Pelham Smithers
The rate of inflation in Japan is a hugely important issue. In fact, it is probably the most important issue the country faces. However, to the question “Does Japan have an inflation problem?” you can get diametrically opposed answers, explains Pelham Smithers.
Reports / Flash Notes Published This Week: Headlines at a Glance
1. M&A Research Institute (9552 JT): Share Price Decline Overdone
2. Suzuki Motor (7269 JT) Losing Momentum: India Key to Performance
Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics, Gaming
1. PSA’s FY24 OP Forecast Revisions for Japanese Video Game Stocks
2. Gamescom Round-Up
3. Video Game Industry Round-Up
4. Other News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Component / SPE-Related News & Moves That Caught Our Eye
Chemicals / Materials
6. UBE Corp, Progress in Gigacasting and Cement
7. Other News & Moves That Caught Our Eye
Autos / New Mobility
8. First Attempts by Chinese Assemblers to Enter Japanese Auto Market
9. Demand for Electric Two-Wheelers in India Strong – Is Honda Losing Out?
10. Other News & Moves That Caught Our Eye
Auto Parts / Machinery / Capital Goods
11. Machinery Orders +16% YoY in June
12. Fujikura Hits 5th ATH In A Row
13. KHI Joins the Ship Engine Data Scandal
14. Other News & Moves That Caught Our Eye
Enterprise Software / IT Services
15. Sansan to Post Special Gain from Sale of Securities
Pharma / Healthcare
16. Healthcare News Round-Up
17. Astellas Gets Approval for Padcev in China
Small- / Mid-Cap Insights
18. Inbound Tourism Remains Strong
19. Koshidaka July KPIs
Miscellaneous / Market / Strategy / Macro
20. Small / Mid Cap Tech: Structural Opportunity or Cyclical Rotation?
21. Seven & I Gets a Takeover Bid
22. Other News & Moves That Caught Our Eye
PSA Company Visits, Tours and Interviews
Visited / Calls with: Open Up Group (2154 JT), Kakuyasu Group (7686 JT), Amvis Holdings (7071 JT), Area Link (8914 JT), Shin-Etsu Chemical (4063 JT), TDK (6762 JT), Asahi Kasei (3407 JT), BayCurrent Consulting (6532 JT), Koshidaka Holdings (2157 JT), Komatsu (6301 JT), KHI (7012 JT), Nabtesco (6268 JT)
Small Meeting with: Sumitomo Chemical (4005 JT)
Presentations at: Monogatari Corporation (3097 JT), RS Technologies (3445 JT), UBE Mitsubishi Cement (unl)
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