- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending October 11
The Weekly Comment Summary by Pelham SmithersWith typhoon Hagibis menacing Japan and disrupting the host's international sporting competitions this weekend, Pelham Smithers contemplates Japan's attitude towards climate change and highlights some relevant companies.
1. Recruit Holdings (6098 JT) – Unique Company Deserves Premium Valuation
2. KH Neochem (4189 JT): Set to Recover Strongly from FY20 H2
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Can Sony (6758 JT) Report Higher Earnings in FY19 After All?
2. Sony’s (6758 JT) PS5 and the Importance of the System Controller
Chemicals / Materials
3. Asahi Kasei (3407 JT): the Nobel Prize; and a LiB Separator Update
4. September Housing Orders Show Little Tax Impact
Autos
5. Automakers Want to Share Electrification Cost Burden
6. Automotive Consortium Joins Forces with ARM
7. Geely (175 HK) and Volvo Merge Engine Operations: The Start of an Industry-Wide Trend?
8. Nissan (7201 JT) Appoints New CEO
Auto Parts / Machinery
9. Yaskawa (6506 JT) FY19 H1 Preview for Oct 10’s After- Market Release
10. Fanuc (6954 JT) and Yaskawa (6506 JT): Cautious Articles in Electronic Media
11. Yaskawa (6506 JT) Results Shock Shrugged Off / Results Meeting Feedback
Internet
12. PayPay’s Flea Market App Reigns in the “Shopping†Download Charts
13. Kakaku.com (2371 JT) Sold Off on Investigation News
Enterprise Software
14. PayPal (PYPL US) Pulls out of Facebook’s (FB) Libra Project
15. Sansan Inc (4443 JT) Appoints Asia Region CEO
Telecoms
16. SoftBank Corp (9434 JT) Aiming to Double Corporate Division OP by FY21
17. SoftBank Corp (9434 JT) & SBI Holdings (8473 JT) in Mobile Triangulation Tie-Up
Miscellaneous
18. Kitanotatsujin (2930 JT) Eyeing Strong 2Q on Deep Patch Sales
Macro
19. Wage Situation Improvement
20. Growing Disparity Between Current & Expected View on Japan Economy
Strategy
21. Reading Through from Market’s Response to Yaskawa Numbers
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: KH Neochem (4189 JT)
• Attended results meeting for: Yaskawa Electric (6506 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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