- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending July 05
The Weekly CommentRelations between Japan and South Korea are taking a turn for the worst. Joel Scheiman explains.
Reports / Flash Notes Summaries this Week
1. Japan Market Strategy for Q3 as Tankan Bifurcates: PSA's Focus List
2. ZOZO (3092 JT): Exploring New Business Opportunities with a Collaborative Approach
3. Cybozu (4776 JT): Still Positive on Workflow Efficiency
4. Toyota (7203 JT) Visit Feedback
5. June US Auto Sales Post Moderate Decline, with Incentives at Bay
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Should Disney (DIS US) Buy a Gaming Firm (and if so Which)?
2. Nintendo (7974 JT) Switch China Launch Moving Forward
3. Panasonic (6752 JT) Boosted by Tesla (TSLA US) Shipments
Technology: Industrial Electronics / SPE / Components
4. 52-Week Highs Hit for NEC (6701 JT) and Hitachi (6501 JT)
5. Japan Solar Stronger than Expected
Chemicals / Materials
6. Dexerials (4980) Small Meeting Feedback
Autos
7. June US Auto Sales Post Moderate Decline, with Incentives at Bay
8. Subaru (7270 JT) Shares Rise on Weaker Yen
9. Honda’s (7267 JT) Struggle with Electrification
10. Korean Japan Dispute: Consequences for Autos
11. Yaskawa (6506 JT) Preview: FY19 Q1 Release on July 11
12. Daikin (6367 JT) Defying Gravity
Internet
13. istyle (3660 JT) Outperforms as Investors Gained more Confidence
14. Nexon (3659 JT) to Make Embark Studios a Consolidated Subsidiary
15. Dentsu (4324 JT) Launches “Information Bankâ€
16. Enigmo Inc (3665 JT) Gaining Ground
Enterprise Software
17. Oracle Japan (4716 JT): Strong FY18 Results and Positive Guidance
18. NTT (9432 JT) Launches Global Company for Better Group Collaboration
19. Seven & i’s (3382 JT) New QR Code Payment Function Hacked
Macro
20. Household Spending +4% YoY in May
21. Monetary Base +4.0% YoY in June
Strategy
22. Japan Market Strategy for Q3 as Tankan Bifurcates
PSA Company Visits, Tours and Interviews
• Visited with the new head of Google Stadia – Google’s online video game streaming service
• Attended strategy / mid-term plan announcement meetings at: Dexerials (4980 JT), Mitsui Chemicals (4183 JT)
• Interviewed / Conference Call with: Ichikoh (7244 JT), Nomura Research Institute (4307 JT)
• Email exchange with TIS (3626 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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