- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Pre-Easter Weekly Research Round-Up (week to April 09)
Weekly CommentJapan's experience of Covid-19 up until this week was reminiscent of a phoney war. This is now no longer the case, explains Pelham Smithers.
Reports / Flash Notes Summaries
1. Strategy: What Next? More of the Same? Reversal? Very Different?
2. Why Final Fantasy VII Remake is So Important to Square Enix (9684 JT)
3. Nabtesco (6268 JT): Doors, Dividends and Cost Control
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Why Final Fantasy VII Remake is So Important to SQE
Technology: Electronic Components and Precision
2. Read Across from Samsung Electronics’ (005930 KS) March Q Results
Chemicals / Materials
3. Avigan Plays: Denka (4061 JT) / Fujifilm (4901 JT) –Ph 2 Trials to Begin in the US
4. Asahi Kasei’s (3407 JT) 32% Drop in March Housing Orders No Big Surprise
Autos
5. China Auto Sales Decline Decelerates in March
6. Covid-19 Impact on Automakers’ Financial Services
Auto Parts / Machinery
7. Nabtesco (6268 JT) Up 11% over 4 Days, Daifuku (6383 JT) Pausing
Telecom
8. Implications for Rakuten (4755 JT) Under Japan in Lockdown Scenario
Internet / eCommerce
9. CyberAgent (4751 JT) Fairly Resilient to Covid-19
10. Kakaku.com (2371 JT) to Expand tabelog Takeout
Enterprise Software
11. Will Japan’s State of Emergency Force Remote Working in Earnest?
12. TIS (3626 JT) to Beat FY19 Guidance, as Expected
13. Bellsystem24 (6183 JT) Forgoes FY20 Forecast Amid Covid-19 Uncertainty
14. IIJ (3774 JT) Hits a 52-Week High
Miscellaneous
15. What Will FY Results of Kitanotatsujin (2930 JT) Indicate for Online Companies?
16. Seven & I (3382 JT) Q4 Results Show Little Impact from Covid-19
Macro / Strategy
17. Japan’s Emergency Package: Corporate Responses / Sector Implications
PSA Company Visits, Tours & Interviews
• Interviewed / Conference Call with: TDK (6762 JT), Yaskawa Electric (6506 JT) call booked for Apr 10
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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