- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week ending Feb 21, 2020
Weekly Comment SummaryAutos Analyst, Julie Boote, discusses the outlook for EV sales and concludes that the outlook remains positive, despite uncertainties over Covid-19, as government support and climate change concerns push buyers to go electric
Reports / Flash Notes Summaries
1. Japan Sector Strategy as Covid-19 Reinforces Some Trends, Roadblocks Others
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Apple (AAPL US): Readthrough from the Readthrough
2. Capcom – Monster Hunter Goes Mobile
3. China Mobile Gaming Spend Strong
4. Switch and PS5 Production Concerns Due to Covid-19
Technology: Electronic Components and Precision
5. NEC’s Smart Street Lighting
6. Fujitsu (6702 JT) Gets 5G Spectrum License
Chemicals / Materials
7. TDK (6762 JT) Looks for Further Growth in FY20
Autos
8. Toyota Stands Strong Amid Global Sales Jitters
9. Update on Covid-19 Production Halts
Auto Parts / Machinery
10. Toyota Industries (6201 JT) and Toyota (7203 JT) Developing Hybrid Batteries
11. Nabtesco (6268 JT): Mixed Results Meeting Eventually Weighs on Share Price
Telecom
12. SoftBank Group (9984 JT) Updates
13. Hikari Tsushin (9435 JT) Takes its Stake in T-Gaia (3738 JT) to 24%
Internet / eCommerce
14. Trend Micro’s (4704 JT) FY19 Earnings Miss but We Remain Positive
15. Mercari Conference 2020
Miscellaneous
16. SRE Holdings (2980 JT) Revises Up
17. Boardroom Tussles / M&A Activity
18. Telecommuting Covid-19 Plays
Macro / Market
19. Japan GDP -1.6% QoQ
20. 1% Rule Looks Set to Go Ahead for 12 Sectors
Market Strategy
21. Sector Strategy as Covid-19 Reinforces Some Trends, Roadblocks Others
22. COVID-19 & Abe’s Red Zone
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Hitachi Chemical (4217 JT)
• Attended earnings meeting at: Nabtesco (6268 JT)
• Interviewed / Conference Call with: Toyota Ind (6201 JT), Dakin (6367 JT), NGK Spark Plug (5334 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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