- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week to 20 November 2020
Weekly Comment SummaryPelham Smithers considers China’s October economics data, noting a loss of momentum. Meanwhile, the renminbi is on a tear. The next moves by both these factors are potentially concerning.
Reports / Flash Notes Summaries
1. The Trouble with Nintendo…
2. Murata (6981 JT) – Capacitor for Growth
3. Impressions from the Automobilwoche Auto Conference
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. The Trouble with Nintendo
2. Capcom’s (9697 JT) Ransomware Attack
3. Sony (6758 JT): What You Currently Have to Pay for a PS5
4. Panasonic (6752 JT) Moves to a Holding Company Structure
5. Sharp (6753 JT) Back in the Nikkei 225
Technology: Industrial Electronics and Electronic Components
6. NEC (6701 JT) Sets up Open RAN Centre in the UK. Now What?
7. Hitachi (6501 JT) Accepts Bids for Hitachi Metals
Chemicals / Materials
8. EUV – Growing Market Means Competition
Autos
9. Nissan (7201 JT) Said to Ponder Sale of Mitsubishi Motors Stake
10. Honda (7267 JT) Unveils New Civic – on Twitch
11. Mazda (7261 JT) Comes First in US Consumer Reliability Report
Auto Parts / Machinery
12. MHI’s (7011 JT) Hydrogen Business Attracts Attention
13. SMC (6273 JT) Sags on Modest FY20 H2 Guidance
Telecom
14. Renewed Calls for Lower Rates
Internet / eCommerce
15. GungHo’s (3765 JT) FY20 Q3 Results
16. Recruit’s (6098 JT) FY20 Q2 Results
17. Demae-can (2484 JT) Up as Shift to Online Food Delivery Service Continues
18. Rakuten (4775 JT) Buys Seiyu from Walmart (WMT US)
19. CyberAgent (4751 JT) Sells Some of its Stake in Base Inc (4477 JT)
20. Z Holdings (4689 JT) Joins the Down Jones Sustainability World Index
Pharma
21. Takeda (4502 JT) Prepares for Covid Vaccines’ Trials
Miscellaneous
22. Moves and News that Caught Our Eye
Macro
23. Is Deflation Returning to Japan?
24. Japan’s GDP Rebounds Nicely
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Dexerials (4980 JT), KHI (7012 JT). Saw Sysmex (6869 JT) joint presentation of its Robotic Surgery System
• Earnings call: Recruit (6098 JT), Sanyo Chemical (4471 JT), SMC (6273 JT), Koito (7276 JT)
• Small meeting: 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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