- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending September 27
The Weekly Comment Summary by Pelham SmithersThe foreign selling of Japanese shares continues apace. Pelham Smithers looks at the reasons behind this and points to the BoJ’s initiatives to address the inverted yield curve..
Reports / Flash Notes Summaries this Week
1. Digital Payments – Revolution or Evolution: A Global Analysis of the March Towards Cashless Societies
2. TDK (6762 JT) – Positive Outlook Depends on Batteries and Sensors
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Square Enix (9684 JT) / Colopl (3668 JT): How Big Can Dragon Quest Walk Get?
2. Switch Lite Sales at Nintendo (7974 JT) Off to a Strong Start
3. Nintendo’s (7974 JT) Awkward Monetization of Mario Kart Tour
4. Klab (3656 JT) Has a Hit Game Too
Chemicals / Materials
5. More Troubles for Japan Display (6740 JT)
6. The EUV Race Continues – A Positive for Material Suppliers
7. Nissha (7915 JT) Books Gain from Asset Sale
Autos
8. Toyota (7203 JT) Increases Stake in Subaru (7270 JT)
9. Mazda (7261 JT) Goes Electric
10. Honda (7267 JT) Buys Renewable Energy
Auto Parts / Machinery
11. HCM (6305 JT) to Reduce Inventory / Raise Cash Flow
Telecom
12. Zenrin (9474 JT) in SoftBank Group (9984 JT / Didi Tie-Up
13. Is 5G Dangerous to Health?
Internet / eCommerce
14. Nexon (3659 JT) Loses a Key Executive
15. Istyle (3660 JT) is on a Gaining Streak
Enterprise Software
16. Oracle Japan (4716 JT) Disappoints in FY19 Q1
17. Cybozu (4776 JT) Produces Strong August Results
Cryptocurrencies
18. Sharp Moves in Bitcoin
Macro / Market
19. Dividends Take Tokyo Below 22,000
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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