- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to 9 October 2020
Weekly Comment SummaryShould You Invest in Japan Actively or Passively? Pelham Smithers nails his colours to the mast
Reports / Flash Notes Summaries
1. Trend Micro (4704 JT) – Concern Over Losing Market Share in North America
2. Suzuki (7269 JT) Meeting Feedback
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Is Mario Kart Live: Home Circuit the Game for the Holiday Season?
2. Sony (6758 JT) Tears Apart the PS5 (So You Don’t Have To) ; Outlook on PS5 Sales
3. Bloomberg Talking Up the Video Games Sector
Technology: Industrial Electronics and Electronic Components
4. Sony (6758 JT), Kioxia Seek US Approval to Sell Chips to Huawei
5. NEC (6701 JT): Another Step Towards AI
Technology: Semiconductor Production Equipment & Precision
6. Disco (6146 JT) Releases FY20 Q2 results
Chemicals / Materials
7. Kaneka (4118 JT) Focuses on Life Sciences and Technology
8. Nippon Shokubai’s Revision Hits Sanyo Chemical Too
9. Asahi Kasei’s (3407 JT) Sep Housing Orders Weak but Improved QoQ
Autos
10. Hino’s (7205 JT) Zero Emission Vehicle Project: Fuel Cell Trucks in the US with Toyota
Auto Parts / Machinery
11. Daikin (6367 JT) Impromptu Earnings Call; Implications for Fujitsu General (6755 JT)
12. Daifuku (6383 JT) and Nabtesco (6268 JT) Rise to New Highs
13. Yaskawa (6506 JT) FY20 Q2 – A Slight Positive on Robotics Recovery
Telecom
14. SoftBank’s (9984 JT) Stake in “KK” Falls to 40%
Internet / eCommerce
15. GA Technologies (3491 JT) Modern Standard Site Getting A Lot of Hits
16. Mercari (4385 JT) Launches Mercari Now in New York
17. Istyle’s (3660 JT) Good Run Continues
Enterprise Software
18. Money Forward’s (3994 JT) FY20 Q3: What to Watch for
19. Jig-Saw (3914 JT) / Splunk (SPLK US) Tie Up Underscores Different Business Models
Pharma
20. Eisai (4523 JT) to Trial Eritoran for Use Against Covid
Miscellaneous
21. Hope Inc (6195 JT): A Beneficiary of Power Deregulation
22. Stock News and Moves that Caught Our Eye This Week
Macro
23. Japan’s Household Spending Survey / Cash Earnings
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: Minebea-Mitsumi (6479 JT), Toyota Ind (6201 JT), Suzuki (7269 JT), NRI (4307 JT)
• Participated in in strategy presentation with: Kaneka (4118 JT)
• Participated in earnings call with: Yaskawa (6506 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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