- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to April 24
The Weekly Comment SummaryWith Covid-19 hitting the three-month mark in Japan, Pelham Smithers discusses stock performance in the period and draws conclusions for the month ahead.
PSA Company Visits, Tours & Interviews
• Earnings webcast of CyberAgent (4751 JT)
• Earnings Conference call for Fanuc (6954 JT)
Contents at a Glance
Reports / Flash Notes Summaries this Week
1. Pulses Racing for Telemedicine / Medical IT Plays
2. TDK (6762 JT) – The Challenge of FY20 and What to Expect Thereafter
3. Video Games: Fingers Over Pause Button
4. Daifuku (6383 JT) FY19 Preview & FY20 Outlook: E-Commerce / Semiconductors / Autos
5. Weighing up Square Enix (9684 JT)
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. How the iPhone SE 2020 May Impact the 2020 Handset Discussion
2. Panasonic’s (6752 JT) Failure to “Make Hay while the Sun Shoneâ€: Consequences
3. Nintendo (7974 JT) to Boost Switch Production by 10% / Activist Interest
Technology: Electronic Components and Precision
4. Canon’s (7751 JT) FY 20 1Q Results: While Not Dreadful, it’s Worse than it Looks
5. Advantest (6857 JT) FY19 4Q OP +14% YoY
6. JAE (6807 JT) FY19 4Q OP +66% YoY
7. Omron (6645 JT): Covid-19 Impact Yet to Impact
8. NAND / DRAM Prices Starting to Slide
Chemicals / Materials
9. Avigan-Related / Covid-19 Plays
10. Falling Utilization Rates
Autos
11. Auto Sector Under Pressure Again
12. Expect Automakers to Have a Bleak Earnings Season
Auto Parts / Machinery
13. Fanuc (6954 JT): Q4 FY19 & FY20 Target Both Surprise (Slightly) on the Upside
Telecom
14. Facebook (FB US) to Invest in Reliance Jio
Internet / eCommerce
15. Japan Internet Usage Grows
16. Recruit (6098 JT) to Delay Earnings Release
17. CyberAgent (4751 JT): FY20 Q2 Earnings Beat
18. ZOZO (3092 JT) Revises Down
19. istyle’s (3660 JT) Bad Run Continues
Enterprise Software
20. TIS Inc’s (3626 JT) Remote Access Service Suffers Technical Failure (Nikkei)
21. Obic (4684 JT) and Net One Systems (7518 JT) Forecast FY20 OP and Sales Increases
Pharma
22. Covid-19 Fightback Plays
23. Eisai (4523 JT) / Biogen (BIIB US) File NDA for Aducanumab Later Than Expected
24. BioArctic (BIOAB SS) Provides Update on BAN-2401
25. Worries over Remdesivir’s China Trial
26. Chugai Pharm (4519 JT) FY20 Q1 OP Hits All-Time Quarterly High
Miscellaneous
27. MonotaRO (3064 JT) FY20 1Q OP +26% YoY
Market / Strategy
28. Small Stocks to the Fore as Market Assesses Post-Covid-19 World
Macro
29. Japan Data
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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