- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week to 18 December 2020
Weekly Comment SummaryWith MHI planning a new Japanese fighter plane, Pelham Smithers thinks the company may be on to something. Although the project will entail collaboration with foreign companies, much of the value-add lies with Japan's advanced electronics capabilities.
Reports / Flash Notes Summaries
1. A Look at Yappli Inc’s (4168 JT) IPO
2. Nidec (6594 JT) as an EV Play
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Mobile Update: Just Cause Coming to Mobile in 2021, Street Fighter Slides
2. Gaming Moves & News
Technology: Industrial Electronics and Electronic Components
3. Hitachi (6501 JT) Continues to Slim Down
Technology: Semiconductor Production Equipment & Precision
4. Update on NEC (6701 JT) Vector Engine
5. Canon (7751 JT) Targeting 124 Litho Tool Sales in 2020
6. Fujifilm Holdings (4901 JT): Clinical Trail Testing Problems for Avigan
7. DRAM Prices Rising
Technology: Bitcoin / Cryptocurrency and Blockchain
8. Bitcoin Strength: Implications for GMO Internet (9449 JT)
Chemicals / Materials
9. Commodity Spreads Up at JSR(4185 JT) and Ube (4208 JT)
Autos
10. Toyota’s (7203 JT) Big Bet on Start-Ups
11. How Good an Investment Were Toyota’s (7203 JT) AA Shares?
12. Nissan (7201 JT): Nov Rogue Sales +20% MoM
Auto Parts / Machinery
13. Nissan Restructuring: Consequences for Suppliers
14. Keyence (6861 JT) Hits an All-Time High
Telecom
15. SoftBank Group (9984 JT) Has Another Investment Winner in Tokopedia
Internet / eCommerce
16. GA Technologies’ (3491 JT) FY20 Results
17. Enigmo’s FY20 Q3 Results
Enterprise Software
18. Cybozu (4776 JT) Holds One of Japan’s Only Physical Conferences Despite Covid-19
19. A Quick Look at Yappli’s Upcoming IPO
20. Stamen (4019 JT) Sees Profit-Taking Just a Day after Stellar IPO
21. Medley Inc (4480 JT) Acquires Majority Stake in EMR System Developer
22. Jig-Saw (3914 JT) in InfluxData Tie-Up
Pharma
23. Japan’s Covid Cases
24. SanBio’s (4592 JT) SB-623 Delayed
25. Chugai Pharma’s (4519 JT) Edirol Approved in China
Miscellaneous
26. Hope Inc (6195 JT) Revises Up
27. Other Moves & News That Caught Our Eye
Macro
28. Tankan Better Than Expected / PMI Disappointed / Grim CPI
29. Solid Chinese Data for November
30. Shanghai Shipping Rates Continue to Soar
PSA Company Visits, Tours and Interviews
• Conference Calls with: Ohara Inc (5218 JT), Toyota Industries (6201 JT), KHI (7012 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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