- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week to 27 November 2020
Weekly Comment SummaryPelham Smithers is interested in what Pixta is doing to monetize its portfolio of photos, illustrations and footage on online platforms. With the advent of 5G, he will be following its new business strategy with interest.
Reports / Flash Notes Summaries
1. BASE Inc (4477 JT) – Recent Weakness Presents an Opportunity
2. Daikin (6367 JT): OPM Acceleration and Double-Digit FY21 Growth
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony’s (6758 JT) PS5s are Out of Stock
2. Nintendo (7974 JT) Taps Sharp (6753 JT) for Switch Production
3. New Rice Milling Game Becoming a Cult Hit for Marvellous (7844 JT)
Technology: Industrial Electronics and Electronic Components
4. MLCCs and Semiconductors – Two Sides of the Same Coin
5. EV Plays Sparking Interest
6. Request for Renewable Energy Regulations to be Eased
7. EV Play Diamond Electric (6699 JT)
8. Private 5G Networks and NEC’s (6701 JT) Open vRAN system
Technology: Semiconductor Production Equipment & Precision
9. Nikkei on Nikon (7731 JT)
10. Lead (6982 JT) Develops Auto-use Film
Technology: Bitcoin / Cryptocurrency and Blockchain
11. SBI Holdings (8473 JT) Rising on the XRP Tide
Chemicals / Materials
12. Mitsubishi Gas Chemical (4182 JT) Rises on Tight Substrate Markets
13. Toagosei (4045 JT) Soars on New Nanofiber Tech
Autos
14. Hyundai Motor (005380 KS) and Ineos Announce Hydrogen Deal – Implications for Toyota (7203 JT)
15. Mixed Outlook for US Auto Sales Financing Business
Internet / eCommerce
16. CyberAgent’s (4751 JT) ABEMA PPV Online Live Eligible for the Government’s “Go To Event”
Enterprise Software
17. Money Forward (3994 JT) Splits Stock
18. V-Cube (3681 JT) Joins NTT’s (9432 JT) Smart Factory Project
19. Fuji Soft (9749 JT) Acquires Blue Prism’s (PRSM LN) Silver Rating
Pharma
20. Aska Pharmaceutical’s (4514 JT) Relugolix Meets Phase III Endpoint for Endometriosis
PSA Company Visits, Tours and Interviews
• Visited: Fujifilm Holdings (4901 JT), Daifuku (6383 JT), Daikin (6367 JT), JBEC (unlisted), Diamond Electric (6699 JT)
• Conference call with: Murata (6981 JT), Mitsui Chemicals (4183 JT)
• Earnings call with: Kanto Denka (4047 JT)
PSA In the Press
• Pelham Smithers on the surge in gaming: /50-years-gaming-history-revenue-stream/
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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