- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up (Week to Sept 21): Report out on Square Enix (9684 JP) and Pelham Smithers flags Murata (6981 JP) in his weekly comment – the stars are aligning
The Weekly CommentThe stars are aligning for Murata (6981 JP), explains Pelham Smithers.
Reports / Flash Notes Summaries
1. Square Enix (9684 JP) – A Consoling Line-Up
Company / Sector / Thematic Comments
1. Apple’s Latest Offerings
2. iPhone XS Pre-orders Weak
3. Breaking the Taboo on US$1,000+ Handsets
4. Update on Tesla (TSLA US) Model 3 Production – Implications for Panasonic (6752 JP)
5. Panasonic (6752 JP), Inmarsat (ISAT LN) In In-flight Entertainment Tie-Up
6. Nintendo (7974 JP) Launches the Switch Online Service
7. Video Game Show Time
8. Square Enix (9864 JP): Shadow of Tomb Raider UK Sales Mixed
9. Asahi Kasei’s (3407 JP) Fusadil for Alzheimer’s Disease
10. Material Makers Invest to Supply EVs
11. Ohara (5218 JP) Revises up a Second Time
12. E-Mobility: Hino (7205 JP), Isuzu (7202 JP)
13. Daikin (6367 JP)Continues to Post Consecutive Listing highs
14. IHI (7013 JP) Posts New 3-year Highs
15. Start Today (3092 JP) Founder Announces Trip to the Moon
16. GREE (3632 JP) Falls on Gacha Scandal
17. Nexon (3659 JP) Has a Good Week
18. Sosei (4565 JP) Dementia Trial Halted
19. Foreigners Sell, Market Goes Up
20. August National CPI +1.3% YoY
21. Chinese Tariffs from a Japanese Viewpoint
22. Kansai Electric Power (9503 JP) Revives ¥50/shr Dividend
PSA Company Visits, Tours and Interviews
Attended earnings meeting at Tsuruha (3391 JP)
Phone interviews with Asahi Kasei (3407 JP), Teijin (3401 JP), Daikin (6367 JP), IHI (7013 JP)
PSA in the Press
Auto analyst Julie Boote is quoted in the Financial Times discussing pressures for the OEMs to consolidate traditional platforms and to include electric vehicles into the equation:
/content/2b7f665e-84fe-11e8-9199-c2a4754b5a0e.
Julie is also quoted in the Russian financial newspaper Vedomosti: /auto/articles/2018/09/04/779943-bmw
Weekly Market Comment by Pelham Smithers
According to a report out by Electronic Products magazine, supply of basic but key electronic components including capacitors, resistors and inductors, remains tight. Just under half of orders for capacitors have been received with no guarantee of delivery date because supply is “highly constrainedâ€. This has been true for a while. What is interesting is that the industry’s response has not been to increase production to meet demand. If anything, it is the reverse. Not only is Murata (6981 JP), in particular, quoting long lead times for MLCCs, but it has also issued end-of-line (EOL) notifications for many MLCCs.
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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