PSA Japan Research Round-Up for the Week ending August 23
Weekly Comment:Pelham Smithers deciphers the mixed messages surrounding 5G and devises an investment strategy
Congratulations to Thao
It is exam results season and we are delighted to announce that our internet and e-commerce analyst Thao Nguyen has passed her final CFA exam.
Reports / Flash Notes Summaries this Week
1. Daifuku (6383 JT): FPD Dilemma
2. Why are Video Game Stocks Doing So Well?
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT): Spider-man is Top-Grossing Film / Can Sony Make Spider-man on its Own?
2. Sony (6758 JT) to Make Multi-Platform Games?
3. Nintendo (7974 JT) – Strong Showing in US in July
4. Video Game Stocks Continue to Perform
Technology: Industrial Electronics / SPE / Components / Precision
5. EUV-Play Lasertec (6920 JT) Continues to Shine
6. Toshiba (6502 JT): Is it Finally Starting to Crack?
7. Anritsu (6754 JT): Read Across from Keysight (KEYS US)
Chemicals / Materials
8. Japan, South Korea, China...and Carbon Fiber
9. W-Scope (6619 JT) Worst Performer on Aug 21
Internet
10. Market’s Change of Heart about LINE (3938 JT) and Mercari (4385 JT)
Enterprise Software
11. IIJ’s (3774 JT) DeCurret Introduces Smartphone Exchange of Virtual Currency to e-Money
Pharma
12. Nippon Shinyaku (4516 JT) Hits Record High
Telecoms
13. SoftBank (9984 JT) to Lend to Employees (Again)?
Strategy
14. “Growth†Returns with a Vengeance
Market
15. More Foreign Selling
PSA Company Visits, Tours and Interviews:
Visited: TDK (6762 JT), Zeon Corp (4205 JT), Showa Denko (4004 JT), Fujifilm Holdings (4901 JT), Mitsui Chemicals (4183 JT), Sekisui Chemical (4204 JT), Japan Display (6740 JT)
Interviewed / Conference Call with: Daifuku (6383 JT), Recruit (6098 JT) Trend Micro (4704 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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