- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week ending April 03, 2020
Weekly Market Comment by Pelham SmithersAll told, the pharma sector doesn’t look to be the safe haven it would normally be in these tough economic times, explains Pelham Smithers.
1. The Japanese Stock Market During the Covid-19 Outbreak 5
2. What Does Covid-19 and Postponed Olympics in Japan Mean for Cashless Payments? 5
3. EV Sales Outlook Amid Covid-19 Crisis
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Stocks Playing Catch-Up to Nexon (3659 JT)
2. Nintendo (7974 JT): 50% Premium for Switch Consoles / AC:NH Popular in China
3. Renewed Interested in GungHo’s (3765 JT) P&D / Capcom’s (9697 JT) Parent Results
4. Has Coronavirus Killed Off the Compact Camera?
Technology: Industrial Electronics, SPE, Components
Chemicals / Materials
5. Can JSR (4185 JT) Rebound Like Olympus (7733 JT)?
6. Toray’s (3402 JT) Carbon Fiber Less of a Draw Amid Covid-19
7. Denka’s (4061 JT) Avigan Involvement
Autos
8. Japanese Automakers’ Global Production Drops in February
9. US Auto Sales Plunge in March
10. China Considers Auto Market Support
11. Subaru (7270 JT) and Suzuki (7269 JT) See Dramatic Turnaround in Performance
Telecom
12. SoftBank Group (9984 JT) Withdraws WeWork Share Purchase Offer
Internet / eCommerce
13. GA Technologies (3491 JT): Tech-based Solutions Drive Further Growth
14. Kakaku.com (2371 JT): tabelog’s Number of Online Reservation Continues to Slide
Enterprise Software / IT
15. TIS Inc (3626 JT): 3:1 Stock Split Effective from April 1
16. Visa’s (V US) Q2 Payments Volume: Early Insight into Covid-19 Impact on Spending
17. PCA Corp (9629 JT) 4Q Preview
Pharma
18. Chugai Pharma (4519 JT) Hits and All-Time High
Market / Macro
19. February Data Surprisingly Good
20. March Quarter Tankan Not as Poor as Expected
21. Retail Sales Numbers for March Showing Growing Impact of Covid-19
PSA Company Visits, Tours & Interviews
• Interviewed / Conference Call with: Teijin (3401 JT)
• Visited: Tokyo Ohka Kogyo (4186 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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