- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the week to September 4, 2020
Weekly Comment SummaryShould we heed signals of the end of the Japan frontier tech stock bubble and join Warren Buffet in buying old economy plays? And if so, which ones? Pelham Smithers gives his views.
Reports / Flash Notes Summaries
1. Japan's Potential Old Tech Crisis – The Demise of the Printer Copier Business
2. Panasonic (6752 JT) – Pain Now, Gain Later?
3. Toyota (7203 JT): Good Fundamentals but Slow Road to Recovery
4. Toyota’s (7203 JT) Risky EV Bet: Profitability Over Volumes
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Apple (AAPL US) Orders 75mil 5G Phones
2. Sony (6758 JT) looking to Buy More Game Studios
3. DLE Inc (3686 JT) Still Looking to Become Japan’s TikTok
Technology: Industrial Electronics and Electronic Components
4. Hitachi’s (6501 JT) Strategic Initiative with Workhorse (WKHS US)
Technology: Semiconductor Production Equipment & Precision
5. July Camera Shipment Data Offers Some Encouragement, Mainly for Sony (6758 JT)
6. Japan’s Potential Old Tech Stock Crisis
Chemicals / Materials
7. Why Fujifilm (4901 JT) Consensus OP Exceeds Guidance
Autos
8. US Auto Sales Fall on Plunge in Fleet Sales, Fewer Selling Days
9. Honda (7267 JT) and GM (GM US) Expand Partnership
10. In an EV World, Toyota (7203 JT) Quietly Pursues Fuel Cell Path
Auto Parts / Machinery
11. Honda (7267 JT) Commences Supplier Merger Procedures
Telecom
12. How Much Bad News Would Suga as PM be for Wireless Stocks?
Internet / eCommerce
13. An Update on the Government’s Cashless Point Reward Program – Maina Point
Enterprise Software
14. TIS (3626 JT) / NEDO to Test Driverless Last Mile Delivery in 2021
Market / Strategy
15. Did We Really Have a “Warren Buffett†Market in Japan Today Sep 3?
16. “Warren Buffett†Style Stocks in PSA Focus List
Macro
17. Industrial Production Surges in July
18. Jobs-To-Applicants / 2Q Profits / Software Spending – Read Across to TIS (3626 JT)
PSA Company Visits, Tours and Interviews
• Visited: Fujifilm Holdings (4901 JT), JSR (4185 JT), Showa Denko (4004 JT)
• Interviewed / Conference Call with: Mercari (4385 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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