- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Japan Research Round-Up for Ending Jan 17, 2020
Weekly CommentTwo weeks in, how is the Japan market looking? What does performance so far indicate for investors in 2020? Pelham Smithers sifts the factors
Reports / Flash Notes Summaries
1. LCD and OLED Market Outlook; iPhone Assumptions
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Square Enix (9684 JT) Console Game Delays / FFBE Mirroring Success of DQW
2. Sony (6758 JT) to Skip E3, Plans Feb Announcement
Technology: Electronic Components and Precision
3. Toshiba (6502 JT) Completes NuFlare (6256 JT) Acquisition
Technology: Bitcoin / Cryptocurrency and Blockchain
4. Changes in Crypto Regulations
Chemicals / Materials
5. TSMC Guidance Positive for Suppliers
6. Fujifilm Holdings (4901 JT) Reportedly Bidding for Curium
7. Asahi Kasei (3407 JT), Mitsubishi Chemical Holdings (4188 JT) Naphtha Unit Trouble
8. Asahi Kasei and Sekisui Chemical, Weak Housing Orders
9. Time to Reappraise Showa Denko’s (4004 JT) Acquisition of Hitachi Chem (4217 JT)?
Autos
10. Nissan (7201 JT) Rumoured to have Contingency Plan for Potential Split with Renault (RNO FP)
11. Toyota (7203 JT) Invests in Aviation Start-Up
Auto Parts / Machinery
12. IHI (7013 JT) Boosted by Punchy Nikkei Article on FY20 Prospects
13. China Theme: Daikin (6367 JT), Komatsu (6301 JT), HCM (6305 JT), Nabtesco (6268 JT)
Telecom
14. SoftBank Group (9984 JT): Mixed News
15. KDDI (9433 JT) Cuts Unlimited Data Plan Price by 20%
Enterprise Software
16. Sansan (4443 JT) Has Steady FY19 H1, Forms Tie-Up with Refinitiv
17. Japanese SaaS Comps; a Look at Laggard RPA Holdings (6572 JT)
18. Why Web-based SaaS is Becoming the Holy Grail for Japan’s Enterprise Software Companies
19. Kitanotatsujin (2930 KT) FY19 3Q OP +56% YoY
Miscellaneous
20. Brief Earnings Comments and Share Price Reactions
Macro
21. Dec 2019 Machine Tool Orders -34% YoY
22. One-offs Boost Nov 2019 Core Machinery Orders; Possible Summer Recovery?
PSA Company Visits, Tours and Interviews
• Attended earnings at: Inter Action (7725 JT)
• Interviewed / Conference call with: Japan Display (6740 JT)
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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