- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending August 16
The Weekly Comment SummaryAssessing the Q1 FY19 results season, Pelham Smithers discusses prospects for the long overdue rationalisation of Japan’s steel industry. For how much longer can Japan’s 43 listed steel companies coexist?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. How Competitive Are Samsung’s (005930 KS) Sensors?
2. Where Are We in the Handset Cycle?
3. Panasonic’s (6752 JT) New Debt Problem
Technology: Industrial Electronics / SPE / Components / Precision
4. Ricoh (7752 JT): Where Next?
Chemicals / Materials
5. Hitachi Chemical (4217 JT) Shares Continue to Outperform
6. Japan Display Inc (6740 JT) Shares Sold Down Heavily
7. W-Scope (6619 JT) Shares React to a Downward Revision
Autos
8. GM (GM US), VW (VW GR) Drop Hybrids in the US – Toyota (7203 JT) Continues to Expand
9. Argentina Troubles Hurt Automakers
10. Uncertainty over US Auto Emission Standards
Auto Parts / Machinery
11. SMC (6273 JT) and HDS (6324 JT) Shine
12. Ferrotec (6890 JT) Fever Surprise
Internet
13. GungHo (3765 JT) Declines Further as Titles Lose Traction
14. mixi (2121 JT): Another Earnings Miss
Enterprise Software
15. Cybozu (4776 JT) FY19 H1: Confirms Earlier Sales Figure, OP Slightly Higher
Strategy
16. Oversold / Underbought FY19 Stocks in Attractive Business Areas
List of PSA Published Reports since Q2 CY19
PSA Company Visits, Tours and Interviews
• Visited: JSR (4185 JT), Ferrotec (6890 JT)
• Interviewed / Conference Call with: LINE (3938 JT), Yokohama Rubber (5101 JT)
• Attended earnings meeting at: W-Scope (6619 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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