PSA Electronic Materials / Chemicals: JSR’s (4185 JT) Update
JSR’s share price remains over 30% below Jan 2022 levels. The weakness reflects disenchantment with the Life Science business. We believe problems there are transitory and expect the company to register peak profits again in FY23~FY24.
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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