- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week ending Feb 28, 2020
Weekly CommentAfter a torrid week for the markets, Pelham highlights the dramatic selloffs in potential winners.
Reports / Flash Notes Summaries
1. KDDI (9433 JT) – Monetizing the Cambrian Explosion of Data
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Square Enix (9684 JT): No PS5 / Xbox X Exclusives, Console Makers Back Out of GDC2020
Technology: Electronic Components and Precision
2. Outlook for 5G Rollout
3. Canon (7751 JT) Announces a Buy Back and Development of Covid-19 Test Kits
4. Hitachi (6501 JT) Revises Down to Reflect Removal of Capital Gains
Chemicals / Materials
5. Fujifilm’s Antiviral Avigan for Covid-19
Autos
6. Suzuki (7269 JT): Shares Drops on India Concerns
7. Geneva Auto Show Cancelled as of Feb 28
8. Automakers Push for Online Sales, Not Showroom Visits
9. Fear Over US Covid-19 Outbreak Weighs on Subaru (7270 JT)
Internet / eCommerce
10. GA Technologies’ (3491 JT) Steep Share Price Decline Presents an Opportunity
11. Recruit (6098 JT):Weak Job Applicant Ratio Leads to Sell-off
12. Mercari (4385 JT) Rises on Target Price Hike; We Remain Cautious
13. CyberAgent’s (4751 JT) Latest Game Climbs the Charts
Enterprise Software
14. Cybozu (4776 JT) Announces Steady Jan 2020 Sales, Holds Strategy Meeting
15. TIS Inc (3626 JT) Invests in Grab (pvt.)
Miscellaneous
16. Is the Worst Over at Sanix (4651 JT)?
17. Event Cancellations Due to Covid-19 Hits Advertisers / Schools Closed
Macro
18. Grim Supermarket Sales for Jan 2020
19. Big Day for Data
PSA Company Visits, Tours and Interviews
• Visited: Showa Denko (4004 JT), Fujifilm Holdings (4901 JT), Ube Industries (4208 JT)
• Attended earnings meeting at Sumitomo Chemical (4005 JT)
• Watched earnings webcast of Cybozu (4776 JT)
• Participated in earnings call with: 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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.