- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Japan Research Round-Up for the Week ending December 06
The Weekly Comment SummaryHyundai Motors has released its ‘Strategy 2025’ roadmap. Analyst Julie Boote sees this as a crucially important change in management’s plans regarding new mobility.
Reports / Flash Notes Summaries this Week
1. Astellas (4503 JT) to Acquire Audentes (BOLD US)
2. Nintendo (7974 JT): Launch of Switch in China
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Nintendo (7974 JT) to Revise Up? / Launch of Switch in China
2. 2020 iPhone Rumours Update
3. Video Game Stock Moves – Altplus (3672 JT) Continues to Surge
Technology: Industrial Electronics / SPE / Components / Precision
4. Fujitsu (6702 JT) Considers Sale of Listed Subsidiaries
5. Murata’s (6981 JT) New MLCC
Chemicals / Materials
6. W-Scope (6619 JT) Shares Rise on Local Funding
7. TDK (6762 JT): Strategy Meeting Feedback
8. KH Neochem (4189 JT), a Question of Investment Timing
9. Nissan Chemical (4021 JT) Expands Fungicides
10. GM-LG Chem JV Positive for W-Scope (6619 JT) and Toray (3402 JT)
Autos
11. Mazda (7261 JT) Hopes for A Turnaround in the US
12. Suzuki (7269 JT) India Sales Fall Again in November
13. Nov US Auto Sales Rise on Incentives, Extra Weekend
Auto Parts / Machinery
14. Minebea Mitsumi (6479 JT) Closes at 14-Month High on Switch Fever
15. Fujitsu General (6755 JT) Up on Fujitsu (6702 JT) Story
Enterprise Software
16. Freee Prices its Dec 17 IPO
17. NTT Data’s (9613 JT) US Shopping Spree Continues
Pharma
18. Big Week for Eisai (4523 JT) Ahead
19. Astellas (4503 JT) to Acquire Audentes (BOLD US)
20. Shionogi’s (4507 JT) SAGE-217 Phase III Trial Overshadows Positive News on ViiV
Macro
21. Signs of Thaw in the Robot Market
22. Corporate Capex Remains Very Healthy
PSA Company Visits, Tours and Interviews
• Interviewed / Conference call with: TIS (3626 JT); Tokyo Ohka Kogyo (4186 JT), Toyoda Gosei (7282 JT), Toyota Industries (6201 JT), Daifuku (6383 JT), Fujitsu General (6755 JT), SMC (6273 JT)
• Attended strategy / mid-term plan announcement meetings at: TDK (6762 JT), Sumitomo Chemical (4005 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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