- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week to 30 October 2020
Weekly Comment SummaryWith new foreign CEOs appointed at Nexon and Mitsubishi Chemical, Pelham Smithers takes a good look at Takeda Pharmaceutical under Christophe Weber and asks whether the leadership experiment there is unravelling.
Reports / Flash Notes Summaries
1. Honda (7267 JT)
2. Fanuc (6954 JT)
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony FY20 2Q OP +15% YoY
2. Panasonic (6752 JT) 2Q FY20 OP -4% YoY
3. Koei Tecmo (3635 JT) 2Q FY20 OP +64% YoY
Technology: Industrial Electronics and Electronic Components
4. NEC (6701 JT) 2Q FY20 OP -30% YoY
5. Fujitsu (6702 JT) 2Q FY20 OP -41% YoY
6. Hitachi FY20 2Q OP -29% YoY
7. Alps Alpine (6770 JT) 2Q FY -81% YoY
8. Nidec (6594 JT) FY20 Q2 OP +21% YoY
9. Other Moves & News That Caught Our Eye
Technology: Semiconductor Production Equipment & Precision
10. Canon’s (7751 JT) 3Q FY20 OP Better Than Expected
11. Lasertec (6920 JT) 1Q FY21 +217% YoY
Chemicals / Materials
12. Shin-Etsu Chem (4063 JT)and JSR (4185 JT) Report Very Different Q2 FY20 Results
Autos
13. Hino (7205 JT) Reports Q2 FY20 Results
Auto Parts / Machinery
14. Fanuc (6954 JT) Posts Surprise Recovery: H2 Sales Guidance +10% YoY
15. Nabtesco (6268 JT) FY20 Q3 Disappoints
Telecom
16. KDDI (9433 JT) 2Q FY20 OP +1% YoY
Internet / eCommerce
17. CyberAgent’s (4751 JT) FY20 Results
18. LINE’s (3938 JT) FY20 Q3 Results
19. ZOZO’s (3092 JT) Q2 FY20 Results
20. Gree’s (3632 JT) FY21 Q1 Beats
Enterprise Software
21. OBC’s FY20 H1 CE Miss vs Obic’s (4684 JT) Hit Highlights Covid-19 Pressure on SMEs
22. Cybozu (4776 JT) Sept Sales and OP Points to Strong FY20 Q3
23. NS Solutions (2327 JT) / Net One Systems (7518 JT) Shares Swap Fortunes
24. NRI’s (4703 JT) FY20 Q2 Highlights the Importance of DX Demand
Pharma
25. Pharma News and Moves
Miscellaneous
26. MonotaRO (3064 JT) 3Q FY20 OP +43%
27. SBI Holdings (8473 JT) FY20 2Q Pretax -4% YoY
Market / Strategy
28. Other Moves and News That Caught Our Eye
PSA Company Visits, Tours & Interviews
• Earnings calls: ZOZO (3092 JT), Z Holdings (4689 JT), Shin-Etsu Chemical (4063 JT), TDK (6762 JT), JSR (4185 JT), Nitto Denko (6988 JT), Hoya Corporation (7741 JT), Sumitomo Chemical (4005 JT), Ube Industries (4208 JT), Sekisui Chemical (4204 JT), Dexerials (4980 JT), Konica Minolta (4902 JT), Tosoh (4042 JT), Zeon Corp (4205 JT), Denso (6902 JT), Aisin (7259 JT), Melco (6503 JT), KHI (7012 JT), Fanuc (6954 JT), Nabtesco (6268 JT), Komatsu (6301 JT), HCM (6305 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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