- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week Ending June 29, 2018
The Weekly Comment by Pelham SmithersSony has broken out on the upside after a lengthy consolidation. What next?
Reports / Flash Notes Summaries at a Glance
1. Hitachi Chemical (4217 JP): Excellent Company – Why Not an Excellent Stock?
2. Otsuka Holdings (4578 JP): Pricing Advantage
3. Japan Pharma Strategy
Company / Sector / Thematic Comments at a Glance
1. Battle for Cross-Play Heats Up for Sony (6758 JP), Microsoft (MSFT US) and Nintendo (7974 JP)
2. How Well Have Sony’s (6758 JP)Media Assets Performed?
3. What to Do About Sharp (6753 JP) – If Anything?
4. Nissha (7915 JP) Buys Another Niche Medical Tech Company
5. Tokyo Ohka Kogyo (4186 JP) Begins to Recover
6. Japan Display (6740 JP) to Record Lower Equity Holding Losses
7. The Fujifilm (4901 JP) / Xerox (XRX US) Drama Continues
Jury Still Out on Fujifilm Versus Xerox
Fujifilm and Xerox Part One: Be Careful What You Wish For
Fujifilm, Xerox Part Two: Icahn, Deason’s Xerox Economics Start to Diverge
8. Rising Concerns over Used Car Prices in the US
9. Nissan’s (7201 JP) Alternative Powertrain Predicament
10. Bridgestone (5108 JP) Develops New Material
11. Fanuc (6954 JP) to Replace CORO Until Further Notice
12. Bottom Fishing for Mitsubishi Electric (6503 JP)
13. GungHo Online Entertainment (3765 JP) Launches Yokai Watch World
14. Japan FTC on SoftBank (9984 JP) and KDDi’s (9433 JP) Backs Again
15. Shionogi (4507 JP) Files US NDA for Influenza Treatment
16. Takeda (4502 JP) CEO “Comfortable†With Haemophilia Competition
17. Positive Drug Trials for Nippon Shinyaku (4516 JP)
PSA Company Visits, Tours and Interviews
• Visited Tokyo Ohka Kogyo (4186 JP); NOK (7240 JP)
• Interviewed Teijin (3401 JP)
• Information meeting at Hitachi Chemical (4217 JP)
• Conference call with Recruit Holdings (6098 JP)
Weekly Market Comment by Pelham Smithers
Having oscillated between ¥5,000 and ¥5,500 since early Nov 2017, Sony (6758 JP) has just broken out on the upside. Though the move is overdue, various factors contributed to the lengthy consolidation period and it is probably worth looking to what degree these – or any new factors – should still come into play.
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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