- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week to 11 December 2020
Weekly Comment SummaryWith Covid reasserting in Japan, Pelham Smithers takes a clear-eyed look at the Japanese government’s response so far.
The honeymoon is over for PM Suga, while the economy is on a knife-edge, he concludes.
Reports / Flash Notes Summaries
1. Sansan (4443 JT): Meishi Kokan Goes Digital
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Digital Console Game Sales Also Struggling
2. Capcom’s (9697 JT) Street Fighter Online No.1 in the Chinese Download Charts
3. Edia’s (3935 JT) Music Subsidiary Signs a China-Wide Distribution Deal
4. Gumi (3903 JT) Reports Weak FY20 Q2
Technology: Industrial Electronics and Electronic Components
5. New NEC (6701 JT) Contracts Underscore Changing Business
6. Snippets on Hitachi (6501 JT)
7. Might NTT Push a Merger of NEC (6701 JT) & Fujitsu’s (6702 JT) Telecom Equipment Businesses?
Technology: Semiconductor Production Equipment & Precision
8. Update on Kuroda Precision’s In-vogue Fastec System
Technology Developments
9. Japan Unveils Hydrogen Program
Chemicals / Materials
10. Showa Denko (4004 JT) at the Starting Line
Autos
11. Government’s Plan to Ban ICE Vehicle Sales by 2030
12. Renewed Excitement over Toyota’s Solid-State Battery
13. Toyota (7203 JT) Presents EV Plan for Europe
14. Toyota (7203 JT) is Pressing All the Right CASE Buttons
Auto Parts / Machinery
15. Auto Parts Makers Hitting New Highs on EV Theme
16. Fanuc Boosted by ¥32,000 Foreign Broker Target
17. China Hydraulic Plays Firm
Telecom
18. Is Rakuten Rethinking Mobile Pricing?
19. Son Looking to Take SoftBank Group Private
Internet / eCommerce
20. BASE Inc (4477 JT) Launches “Purchasing Site Super Delivery App”; Signs 1.3mil Stores
Enterprise Software
21. Money Forward’s (3994 JT) Receivables & Early Repayment Businesses Top ¥30bil
22. NTT Data (9613 JT) Ties Up with US Start-Up, Securitize
Pharma
23. Pharma Moves & News
Miscellaneous
24. Moves & News That Caught Our Eye
Macro
25. GDP / Household Spending / Bankruptcies
PSA Company Visits, Tours & Interviews
• Visited: Showa Denko (4004 JT), Ube Industries (4208 JT), Toyota Ind (6201 JT), Nabtesco (6268 JT), Komatsu (6301 JT), Daifuku (6383 JT)
• Conference Calls with: Z Holdings (4689 JT) Q&A with Cybozu (4776 JT), Tosoh (4042 JT), Showa Denko (4004 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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