The Must Read PSA Weekly Research Round-up (week to 15 Sept)
REPORTS: Toyota Motor (7203 JT) / Appier Group Inc (4180 JT) / INDUSTRY INSIGHTS: Video game industry round-up / iPhone 15 reveal – readthrough for Japanese supply chain names / What does the iPhone 15 Pro Max mean for console gaming? / Rising US auto inventory levels suggest market conditions are changing / MISCELLANEOUS, MARKET & MACRO: Ueda’s hawkish(?) comments / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Starfield issues suggest “Pro” models for Xbox X / PS5 are already needed / Sony’s new automotive camera brings CIS technology in line with LiDAR / Ryobi orders the first giga-press from UBE Corp / Rising oil lifts Komatsu to 5-year high / Heavies suffer after RTX engine issue; construction machinery sees a boost
The Weekly Comment by Pelham Smithers
The past year has seen strong growth in nominal GDP in Japan, as inflation has combined with real GDP growth. Inflation looks set to continue but what about growth?
Reports / Flash Notes Published This Week: Headlines at a Glance
1. Toyota (7203 JT) on a Roll – What Next?
2. An Introduction to Appier Group Inc (4180 JT)
Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics, Gaming
1. Video Game Industry Round-up
2. Starfield Issues Suggest “Pro” Models for Xbox X / PS5 Already Needed
3. Sony’s (6758 JT) New Automotive Camera Brings CIS Technology in Line with LiDAR
4. iPhone 15 Reveal – Readthrough for Japanese Supply Chain Names
5. What Does the iPhone 15 Pro Max Mean for Console Gaming?
6. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
8. UBE (4208 JT) Gets its First Giga-Press Order from Ryobi (5851 JT)
9. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
10. Rising US Auto Inventory Levels Indicate Change in Market Conditions
11. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
12. Rising Oil Lifts Komatsu (6301 JT) to 5-Year High
13. Heavies Decline on RTX Engine Issue; Construction Machinery Sees a Boost
14. Other Auto Part / Machinery News & Moves That Caught Our Eye
Internet / eCommerce
15. Smaregi’s (4431 JT) FY24 Good Start
16. Anycolor’s (5032 JT) FY24 Off to a Good Start but with Some Caveats
17. GA Technologies (3491 JT) Sold Off Despite Revising Up
Enterprise Software / IT Services
18. Visional Inc (4194 JT): FY23 Q4, Full-Year Preview / Results
19. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
20. Telecom News & Moves That Caught Our Eye
Pharma
21. Pharma News & Moves That Caught Our Eye
Miscellaneous / Market / Strategy / Macro
22. Ueda’s Hawkish(?) Comments
23. Weak Machine Tool / Core Machinery Data
24. Other News & Moves That Caught Our Eye
PSA Company Visits, Tours and Interviews
Visited / Spoke with: NuScale Power Corp (SMR US), Visional (4194 JT), Appier (4180 JT)
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