- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to 23 Oct 2020
Weekly Comment SummaryThis week’s weekly comment focuses on DX in the public sector, and money.
On Oct 27, Pelham Smithers will be holding a webinar on market strategy and ideas in the face of Digital Transformation (DX). Details available from your account executive.
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Bloomberg Previews Sony’s (6758 JT) FY20 2Q Earnings
2. Square Enix (9684 JT) Delays Release of Outriders
3. Japan Mobile Phone Game Sales Remain Very Strong
Technology: Industrial Electronics and Electronic Components
4. NEC (6701 JT), Ricoh (7752 JT) in Local 5G Move
5. Readthrough from Rohm’s (6963 JT) Upward Revision
6. Hitachi (6501 JT) Moves into Leaders Quadrant for Industrial IoT
7. Koa Corp (6999 JT) Shares Reflects Better FY20 1H OP
Technology: Semiconductor Production Equipment & Precision
8. Intel (INTC US) Sells its Storage Memory Business to SK Hynix (000660 KS)
Chemicals / Materials
9. Ube Industries (4208 JT) Lowers Guidance
10. Nippon Shokubai (4114 JT) and Sanyo Chemical (4471 JT) Call Off Merger
11. Fire Shuts Asahi Kasei’s (3407 JT) LSI Plant
12. Eye on Carbon Fibre at Toray (3402 JT)
Autos
13. Toyota (7203 JT) Upbeat on US Production and Sales / Ranks No.1 in Nikkei ESG Survey
14. Hino (7205 JT) to Build Electric CVs with BYD
Auto Parts / Machinery
15. Daikin (6367 JT) Rises on Fujitsu General (6755 JT) Guidance Upgrade
16. NOK (7240 JT) Revises Up Guidance: Breakeven in H2 FY20?
17. Looking at Fanuc (6954 JT)
Internet / eCommerce
18. BASE Inc (4477 JT) to Open Second Physical Store
19. CyberAgent’s (4751 JT) FY20 Earnings Preview
Enterprise Software
20. TIS Inc (3626 JT) Q2 Preview: Are Clients Restarting Projects?
21. NRI (4307 JT) FY20 Q2 Preview: Likely to Lead the Way for Systems Integrators, Again
Pharma
22. SeaGen (SGEN US) Sues Daiichi Sankyo (4568 JT) Over ADC Technology
23. Chugai Pharm (4519 JT) 3Q FY20 OP +32% YoY
24. GNI Group (2160 JT) Suffers Delays in Phase 3 Testing in China
Miscellaneous
25. Rising Tides in Shanghai Freight Index
26. Moves and News that Caught Our Eye
Market / Strategy
27. The Curse of Journalism Haunts Mothers
Macro
28. Solid Chinese Economic Data for Sep 2020
PSA Company Visits, Tours and Interviews
• Interviewed: Toyota Industries (6201 JT) and Koito Manufacturing (7276 JT).
PSA In the Press
• The PSA team is quoted in the Financial Times on a discussion about the Mothers market spurring a new generation of investors: /content/c0a87c86-9b8b-47b6-891d-4eedb5d3a7c8
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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