- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to 16 Oct 2020
Weekly Comment SummaryPelham Smithers points to lessons from the 80s as we look at opportunities from today’s Digital Transformation. Industries beset by complexity, such as shipping, are set to be the perhaps surprising beneficiaries.
Reports / Flash Notes Summaries
1. GMO Financial Gate (4051 JT) – Initiation
2. Suga’s Digital Investment Plan
3. Yaskawa Electric (6506 JT) 2020 H1 Results
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Expectations for New iPhone, What We Got and Who is the Winner
2. How Sony’s (6758 JT) Lidar Works
3. Sony Sees Forecasts Trimmed
Technology: Industrial Electronics and Electronic Components
4. Nidec Interested in Acquiring JATCO
Chemicals / Materials
5. Fujifilm’s (4901 JT) CDMO Business Sees Rapid Expansion
Autos
6. Honda (7267 JT) Tackles Light Truck Market in the US
7. Daimler’s Mobility Insurance Venture an Example for Auto Industry
8. Japanese Automakers Facing Massive Safety Belt Recalls
Auto Parts / Machinery
9. Yaskawa (6506 JT) Second Conference Call: Neutral Tone
10. Ferrotec Soars on Broker Upgrade
Internet / eCommerce
11. Consumption via Smartphones Rises
12. Demae-can’s (2484 JT) FY20 Results
Enterprise Software
13. Sansan (4443 JT) Shares Rise as Investors See FY20 Q1 Results as Glass Half Full
14. Sansan: What Happens When Business Cards Don’t Need Digitizing Anymore?
15. Money Forward (3994 JT) Splits Stock and Produces Steady FY20 Q3 Sales
16. RPA Holdings (6572 JT) Revises Up Lower End of OP Guidance
Pharma
17. Japan: No Covid Vaccine Before 2022
18. Update on NASH
Miscellaneous
19. Kitanotatsujin (2930 JT) 2Q FY20 OP -44% YoY
Market
20. Global Press Spotlights Japan’s Mothers Market
Macro
21. China Imports Surge
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: Sansan (4443 JT), Toyota Ind (6201 JT)
• Participated in presentations by: Fujifilm Holdings (4901 JT), Sumitomo Chemical (4005 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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