- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending July 26
The Weekly CommentWhy tech and why now? Technology stocks are rising strongly in both Japan and the UK. Grist to their mill is politics, as the sector seems to thrive on uncertainty, argues Pelham Smithers
Reports / Flash Notes Summaries this Week
1. SoftBank Group (9984 JT) Update on SoTP Issue
2. China's NEV Market Outlook
3. PSA Enterprise Software: Nomura Research Institute (4307 JT): The Changing Face of NRI
4. Semiconductor Equipment Industry Update
5. Nissan’s Q1 FY19
Company / Sector / Thematic Comments
Technology: Industrial Electronics / SPE / Components / Precision
1. Where are We in the SPE Cycle?
2. Nidec (6594 JT) in Sharp 1Q OP Decline; Surprise
3. Canon (7751 JT) 2Q Weak, as Nikkei Predicted
Chemicals / Materials
4. Sumitomo Dainippon (4506 JT) and Fujifilm (4901 JT) Both Interested in Cynata (CYP AU)
5. Shin-Etsu Group Company Results: Shin-Etsu Polymer (7970 JT) on July 23, Shin-Etsu Chemical (4063 JT) on July 24
6. Shin-Etsu (4063 JT) Turns in a Strong Q1, Hikes Dividend
7. Hitachi Chemical (4217 JT) Posts a Weak Q1
8. Nitto Denko Q1 OP Fell 43.9% YoY
Autos
9. Hyundai Motor (005380 KS) Earnings Rise on Weak Won, SUV Sales
10. Mitsubishi Motors (7211 JT) Q1 Results Disappoint
11. Crisis at Nissan: Focus on Recovery Plan 11
Auto Parts / Machinery
12. Yaskawa (6506 JT), SMC (6273 JT) Rise on SPE Spin
13. Strong US Supports HCM (6305 JT) Q1 Earnings; Komatsu Better?
14. IHI (7013 JT) Bounce on Aerospace 12
15. Daikin (6367 JT) Rises on Strong Europe A/C Sales at Fujitsu General (6755 JT)
Internet
16. CyberAgent’s (4751 JT) Q3 Results: Positive Surprise
17. LINE (3938 JT) Surges Despite Wider-than-Expected Loss
Enterprise Software
18. Obic (4684 JT) Sets Strong Pace for FY19 Q1 Results Season
19. Cybozu (4776 JT): June Sales Up 14% YoY but an Operating Loss
20. NRI’s Solid Q1 Boosts Shares
Pharma
21. Chugai (4519 JT): Fantastic 2Q
Telecoms
22. Barron’s Revives SoftBank’s (9984 JT) Deep Discount Issue
Miscellaneous
23. First Set of June Quarter Results Out
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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