- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to July 3, 2020
Weekly Comment SummaryCheap and under the radar, Densan System Co Ltd is fast becoming an accidental fintech name, explains Pelham Smithers. It has a payments app which the regional banks, amid the sudden shift from cash to cashless payments systems, are keen to use.
Reports / Flash Notes Summaries
1. Japan Stock Market Strategy for the Q3
2. A Comparison of SaaS Accountancy Plays: Freee (4478 JT) / Money Forward (3994 JT) / PCA Corp (9629 JT)
3. Electric Vehicles: Breakdown or Boom?
4. Daikin (6367 JT) Global Expansion – Capacity & Product
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT) or Nintendo (7974 JT)? It’s Complicated…
2. Sony (6758 JT) Continues Content Buying Spree
3. Nintendo (7974 JT) Regains ¥50,000 Level
Technology: Semiconductor Production Equipment & Precision
4. Dark Days Get Darker for the Printer Copier Business
5. Bounce in SPE-Plays
Chemicals / Materials
6. Fujifilm’s (4901 JT) Avigan Out-licensing, and Russian Competition
Autos
7. US Auto Sales Drop Sharply in Q2
8. Tesla’s (TSLA US) Market Cap has Overtaken Toyota’s (7203 JT)
9. Suzuki Motor’s (7269 JT) Shares Under Pressure
Auto Parts / Machinery
10. New Listing Highs for the Big Ones: Daikin (6367 JT) & Daifuku (6383 JT)
Internet / eCommerce
11. CyberAgent’s (4751 JT) ABEMA in the Top 10 Overall Grossing Charts
12. Applications for Government’s New Cashless Promotional Campaign Opens
13. Rakuten (4755 JT): Rakuten Medical, Mobile and Card Reach New Milestones
14. GungHo’s (3765 JT) Ninjala Exceeds 2mil Downloads
Enterprise Software
15. Money Forward (3994 JT) Strengthens Partnership with Shizuoka Bank
Miscellaneous
16. Reasons to Consider GMO Internet (9449 JT)
17. Retail Moves / News That Caught Our Eye
Macro
18. Economic Data: On the Wrong Side of Worrying
19. BoJ’s Tankan -34 But Forecasts Suggest Some Hope
20. Caixin Manufacturing PMI for June Up MoM
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Calls with: Teijin (3401 JT), Daikin (6367 JT) Daifuku (6383 JT), SMC (6273 JT), Toyota Ind (6201 JT)
• Watched earnings webcast of Japan Display (6740 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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