Pelham Smithers Associates Ltd - PSA Japan Research Round-Up for the Week to 24 Dec 2020

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Japan Research Round-Up for the Week to 24 Dec 2020

We wish all our readers a Merry Christmas

Weekly Comment Summary
Catching the festive mood, Pelham Smithers considers 12 Stocking Fillers.

Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT): Demon Slayer / Tie-Up with Jig-Saw Inc (3914 JT)
2. Cyberpunk 2077 and the Sony Brand
3. Capcom’s (9697 JT) Street Fighter Online in China / Monster Hunter Rise
Technology: Industrial Electronics and Electronic Components
4. NEC (6701 JT) / Avaloq Deal Completed
5. MLCC Makers Considering Price Hikes
Technology: Semiconductor Production Equipment & Precision
6. Fujifilm’s (4901 JT) Data for Avigan Judged Inconclusive
7. V Technology’s (7717 JT) Chinese JV Gets its First Order
Technology: Bitcoin / Cryptocurrency and Blockchain
8. Ripple, XRP, The SEC and SBI (8473 JT)
Autos
9. Automakers in India to Raise Prices
10. Hino (7205 JT) Suspends NA Production
Auto Parts / Machinery
11. Harmonic Drive Systems Best Automation Performer Nov~Dec
Internet / eCommerce / ERP Software
12. Yappli (4168 JT) Has Stellar Market Debut
13. Cybozu (4776 JT) Has Strong November
14. Oracle Japan’s FY20 H1: Steady as She Goes
15. ENECHANGE (4169 JT): Explosive IPO Debut
16. Beijing Goes After Jack Ma: Part II
17. Crowdfunding Platform Campfire Joins BASE Inc’s (4477 JT) Ecosystem
Pharma
18. Chugai Pharma’s (4519 JT) Engineering Platform for Drug Development
19. Astellas (4503 JT) Gets a Double Dose of Bad News
20. Trans Genic (2342 JT) Becomes a Covid-Play
Market / Strategy
21. Strong Performance from Recent IPOs
Macro
22. Japan Dec Bonuses Down 9% YoY

PSA Company Visits, Tours and Interviews
• Conference Call with: Olympus (7733 JT)

24/12/2020 16 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Japan Research Round-Up for the Week to 24 Dec 2020

The PSA Research Round-Up for the Week to 2 May 2025

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

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