- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending July 12
The Weekly CommentThere have been some astonishing stock rises by winning companies since the Abe era began in Dec 2012. If you haven’t owned them, some current valuations and prospects for these winners means that it’s not too late, explains Pelham Smithers.
Reports / Flash Notes Summaries this Week
1. Kaneka (4118 JT) – Focus on the Fundamentals
2. Subaru (7270 JT) Benefiting from Improved Model Line-Up
3. Yaskawa Electric (6506 JT) FY19 Q1 Preview:
4. MonotaRO (3064 JT) – Continuing Strong Growth
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Nintendo (7974 JT) Goes Lite (Again)
2. Should We Worry About Apple (AAPL US)?
3. Huawei Talks Up HongMeng OS
Chemicals / Materials
4. Japan’s Export Restrictions for Resists Target EUV
5. Japan and South Korea Continue to Spar; Misleading Reports
Autos
6. Suzuki (7269 JT) Shares Fall on India Budget Disappointment
7. Further Evidence of Passenger Cars’ Demise
8. Yaskawa Electric (6506 JT): FY19 Q1 Disappoints
9. Takeuchi Mfg (6432 JT) Takes a Hit for Q1
Internet
10. ZOZO’s (3092 JT) ZOZOMAT Attracts Interest
11. Dr. Mario World is Released
12. Yahoo Japan (4689 JT) – Execution of Strategy Key
13. Moves in Mobile Gaming: GungHo (3765 JT) Sold Off / Nexon (3659 JT) Bounces
Enterprise Software
14. Amid the Push to Cashless, TIS (3626 JT) Develops a Salary Payment “Ecosystem
15. Bellsystem24 (6183 JT) Surges Despite Unremarkable FY19 Q1 Results
Telecom
16. KDDi (9433 JT) Back in Vogue
Miscellaneous
17. Kitanotatsujin (2930 JT) FY19 1Q Preview
Macro
18. Industrial Production Data Underlines Japan’s Knife-edge Economy
19. China Economic Sentiment Deteriorating
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: Yaskawa (6506 JT), JSR (4185 JT), Kaneka (4118 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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