- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending May 24
The Weekly CommentThere is a fierce battle taking place in Japan’s on-line cashless payments arena. PSA’s internet / e-commerce analyst Thao Nguyen comments on the contenders and sizes up the prizes.
Reports / Flash Notes Summaries
1. Huawei and 5G
2. “History Repeats Itself, Historians Repeat Each Other†– Welcome to the “Plaza Accord Revisited†Motif
Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics / Gaming
1. What to Look for on Sony’s (6758 JT) Analyst Day / What We Got
2. Panasonic’s (6752 JT) Huawei Response Underscores Company’s Problems
Technology: Electronic Components and Precision
3. Huawei and 5G
4. What if China Breaks Up Huawei?
5. NEC (6701 JT) Returning to Blue Chip Status?
Chemicals / Materials
6. Uncertainty in Supply Chains for China
Autos
7. Honda (7267 JT) and GM (GM US) Cooperate on Smart Grid Research Project
8. Suzuki (7269JT) Surges on Indian Election Prediction
9. Nissan’s (7201 JT) Pioneering Role in Autonomous Driving
Auto Parts / Machinery
10. Automation Hit Hard
11. Advances in KHI’s (7013 JT) Portable Liquid Hydrogen
12. Yaskawa (6506 JT) Dull Sentiment Suggests Possible Rebound Later
Internet / eCommerce
13. Mercari (4385 JT): Concerns over Mercari US and Merpay Continue to Take Their Toll
Enterprise Software
14. NTT Data (9613 JT) to Begin Sales of the First 50cm Resolution 3D Map of Japan
15. Survey Shows Japanese Companies Wary of Increasing Foreign Workers
Pharma
16. Takeda (4502 JT): Good News on Entyvio
Macro
17. Japan’s Messy Machinery Order Situation
18. Are Japan’s GDP Figures Also Wrong?
PSA Company Visits, Tours and Interviews
• Visited: Digital Garage (4819 JT), Yahoo Japan (4689 JT); Fujifilm Holdings (4901 JT), Japan Display (6740 JT), Showa Denko (4004 JT), Hitachi Chemical (4217 JT), Kaneka (4118 JT)
• Attended earnings meetings / participated in earnings calls at: Toyoda Gosei (7282 JT)
• Attended strategy / mid-term plan announcement meetings at: Ube Industries (4208 JT), Taiyo Nippon Sanso (4091 JT), Stella Chemifa (4109 JT), Denso (6902 JT)
• Interviewed / Conference Call with: LINE (3938 JT), Koito (7276 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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