- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to August 21, 2020
Weekly Comment SummaryThao Nguyen gives an update on the development of cashless payment service PayPay
and reinforces her positive stance on Z Holdings (4689 JT).
Reports / Flash Notes Summaries
1. Time for AI to Exit “The Trough of Disillusionmentâ€
2. Money Forward (3994 JT): Initiation – Riding the SaaS Wave
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Ring Fit Adventure Comes to Nintendo Switch in China
2. Fortnite News Seen as Inadvertently Giving Away PS5 Release Date
3. Readthrough from the Tesla (TSLA US) / Panasonic (6752 JT) Battery Deal
4. Epic / Apple Battle Starting to Have Positive Ramifications for Japanese Mobile Game Publishers
5. Video Game Moves That Caught Our Eye
Technology: Industrial Electronics and Electronic Components
6. Washington Tightens Huawei Ban
7. Product Life Management to the Fore: Read Across to NEC (6701 JT) / Hitachi (6501 JT)
Autos
8. Honda (7267 JT) and Nissan (7201 JT) Urged to Merge
9. Subaru Upgrades EyeSight System
10. Toyota Motor (7203 JT) Launches Updated Hilux – Is Electrification on The Cards?
Telecom
11. Wireless Triangulation Encouraging Japan’s Take-Up of eCommerce
Internet / eCommerce
12. CyberAgent (4751 JT) Outperforms on Better Game Performance
13. Demae-can (2484 JT) Denies Considering Buying Uber Eats Japan
14. Gree’s (3632 JT) FY20 Q4 Misses
Enterprise Software
15. Medley Inc (4480 JT) Reports Solid FY20 Q2
16. NTT Data (9613 JT): WinActor system proving particularly popular with SMEs
17. Cybozu (4776 JT) Group Company’s IPO Likely to Generate Extraordinary Profit
Pharma
18. Pharma Moves That Caught Our Eye
Market
19. Trump, Nvidia and SOX Combine to Send Japan Tech Stocks Lower
Macro
20. Japan’s Weird 2Q GDP / Trade Balance
21. Convenience Store Sales Get Worse
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: Ube Industries (4208 JT), Dexerials (4980 JT), JBEC Japan Blue Energy Co (unlisted maker of production facilities for hydrogen fuel looking to IPO by 2023).
• Participated in earnings call with: Sumitomo Chemical (4005 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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