- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending December 13
The Weekly Comment SummaryPelham Smithers’ views on Nintendo (7974 JT) in China were noted in a Bloomberg article entitled Nintendo Switch China Sales Could Reach 4mil Units by March.
Reports / Flash Notes Summaries this Week
1. Shionogi (4507 JT) – ViiV on the Up Again / Pipeline Potential Rather Than Problems / GARP
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Modelling Switch’s China Sales
Technology: Industrial Electronics / SPE / Components / Precision
2. Hoya (7741 JT) and Toshiba (6502 JT) in Bidding War for NuFlare (6256 JT)
3. 5G Investment Tax Break Upped
4. SOX Hits New Highs: SPE / Apple-Supply Plays Moving / Trade News
Chemicals / Materials
5. Ohara (5218 JT) Slumps on Weak Earnings
Autos
6. UK Election Results Seen as Positive for Japan Automakers
7. Toyota (7203 JT) Invests in Last-Mile Autonomous Mobility Solution Provider
8. Japan’s Assemblers Continue to Outperform in China
9. Auto Online Sales Disrupt Traditional Sales Model
Auto Parts / Machinery
10. Toyoda Gosei (7282 JT) Hits 15-Month High on FY20 Prospects
Internet
11. istyle (3660 JT): Tough Quarters Ahead
12. LINE Pay Forms Cross-border Mobile Payment Alliance
Enterprise Software
13. TIS (3626 JT) Outlines Digital Payments Strategy
14. Poletowin Pitcrew (3657 JT): A Tie-up; The Earnings
Pharma
15. Moves That Caught Our Eye
16. Sumitomo Dainippon Pharma (4506 JT) Pulls Out of SB623 Development
Telecoms
17. KDDi (9433 JT) to the Fore on Mixed Reality
Miscellaneous
18. MonotaRO (3064 JT) Sales Growth Rebounds in November
PSA Company Visits, Tours and Interviews
Pelham Smithers views on Nintendo in China were noted in a Bloomberg article titled ‘Nintendo Switch China Sales Could Reach 4mil Units by March’
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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