- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to June 26
Weekly Comment SummaryAfter a fortnight’s macro data famine, every day of next week will deliver important clues about the state of Japan’s economy, explains Pelham Smithers
Reports / Flash Notes Summaries
1. Base Inc (4477 JT): An Introduction
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Video Game Stock Strategy for H2 2020
2. Nintendo (7974 JT) to Wind Down Mobile Offering? / Key News from AGM
3. Nexon (3659 JT) / Wonder Holdings Deal6
Technology: Industrial Electronics and Electronic Components6
4. 5G, The Post-Covid “Dog that Hasn’t Barked†(Yet)
5. NTT (9432 JT) to Acquire 5% of NEC (6701 JT) in Next Generation Telco Move7
6. Fujitsu (6702 JT) Hits a 52-Week High
7. Toshiba (6502 JT) to Exit Risk Businesses?
Technology: Semiconductor Production Equipment & Precision
8. Olympus (7733 JT) Exits Camera Business
9. Marubun (7537 JT) Brings Ossia Inc’s New Wireless Power Technology In-house.
Chemicals / Materials
10. Material Beneficiaries if TSMC (2330 TT) Makes Apple (AAPL US) Chips
11. Sumitomo Dainippon Pharma (4506 JT) / Sumitomo Chem (4005 JT) Relationship
Autos
12. China Adjusts NEV Rules
13. More Partnerships in the Autonomous Drive Space
14. Will Honda’s (7267 JT) R&D Reforms Succeed?
Auto Parts / Machinery
15. Denso (6902 JT) to Benefit from China’s Preferential Treatment of Hybrids
16. RAV4 to See Boosted Production
17. Daikin (6367 JT) Rises to New Listing High
Telecom
18. ARM China’s Wu Was Fired for Setting Up Rival Fund
Internet / eCommerce
19. Japan’s Cashless Penetration Rate Hits 26.8%
20. GA Technologies (3491 JT) to Provide Subscription-Type Online Training
21. GungHo (3765 JT): Another Quarter of Earnings Decline
22. Demae-can (2484 JT): Another Quarterly Loss; FY20 Guidance Remains Undecided
23. Z Holdings’ (4689 JT) subsidiary Yahoo Japan’s Anti-Covid Measures
Enterprise Software
24. Opportunities in Enterprise Solutions
25. Cybozu (4776 JT) OP Sails Past Bottom End of FY20 Full-Year Guidance in 5 Months
26. Oracle Japan (4716 JT) Posts Strong FY19 Sales and EPS
27. ERP Software Moves That Caught Our Eye
Pharma
28. Shionogi’s (4507 JT) Covid Testing Kits
29. Sosei Group (4565 JT) Does a Deal with Abbvie (ABBV US)
Miscellaneous
30. Oriental Land (4661 JT) to Open Tokyo Disneyland
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: Zeon Corp (4205 JT), Kaneka (4118 JT)
• Attended a presentation by: Toshiba (6502 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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