- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week to 4 December 2020
Weekly Comment SummaryArguably the biggest surprise about the PS5 is the genre of games which are available at launch, says Pelham.
Reports / Flash Notes Summaries
1. Daifuku (6383 JT) – Margins Jump in FY22
2. Mazda (7261 JT) – Opportunities and Risks
3. GA Technologies (3491 JT) – FY20 Preview
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Mobile Game Revenues Continue to Impress
2. Gaming Moves that Caught Our Eye
Technology: Industrial Electronics and Electronic Components
3. NEC (6701 JT) Starts Offering 5G as a Service
4. Update on Nanobridge
Chemicals / Materials
5. Wafer Player Moves
6. Being No.2 in Silicon Wafers May be Overrated
Autos
7. US November Sales: Toyota Outperforms
8. Japan to Phase Out ICEs: Toyota’s Dominance Set to Increase
9. Toyota Presents Second Generation Mirai in Europe
Auto Parts / Machinery
10. Automation Still Rising to New Listing Highs
11. Denso (6902 JT) / Koito (7276 JT) Hit 2-Year Highs on EV Theme
Internet / eCommerce
12. Recruit’s (6098 JT) International Secondary Offering and Buyback / Sell-off Continues
13. Mixi (2121 JT) Sold Off on a Broker Downgrade
Enterprise Software
14. Stacking Up Against Slack: SaaS Valuations in the Japanese Context
15. Sansan (4443 JT) Invests in Fringe81’s (6550 JT) P2P Collaboration Platform
Miscellaneous
16. Other Moves & News That Caught Our Eye
Macro
17. Japan’s Industrial Prod’n / Retail Sales / Jobs: Applicants / China’s Manufacturing PMI
PSA Company Visits, Tours and Interviews
• Visited: Shin-Etsu Chemical (4063 JT)
• Conference Calls / Email Q&As with: Asahi Kasei (3407 JT), Sumitomo Chemical (4005 JT), Minebea-Mitsumi (6479 JT), Koito (7276 JT), Daifuku (6383 JT), Denso (6902 JT), Sansan (4443 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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