- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Japan Weekly Research Round-Up: Spanning Dec 25 and Dec 28~30, 2020
The Weekly Comment SummaryPelham Smithers reflects on the issue of government leadership and weighs Suga’s chances of remaining Prime Minister throughout 2021.
Reports / Flash Notes Summaries
1. The 2021 Japan Perspective
Company / Sector / Thematic Comments
Technology: Industrial Electronics and Electronic Components
1. Murata (6981 JT) burnishes its EV credentials
2. What Next for Toshiba (6502 JT)?
Technology: Semiconductor Production Equipment & Precision
3. PC Component Shortages Rampant
4. SPE Strong / Key Semiconductor-Related Components Supply Remains Tight
Technology: Bitcoin / Cryptocurrency and Blockchain
5. Mixed Moves in Bitcoin-Plays
Chemicals / Materials 7
6. Materials Manufacturers’ Shares Mixed
Heavy Industrials
7. MHI (7011 JT) High on Hydrogen / Raising its Focus on Ammonia
Internet / eCommerce
8. Demae-Can (2484 JT) FY21 Q1 Results Not Stomached Well by the Market
Enterprise Software
9. Cybozu’s (4776 JT) Investments to Push OP Down by More Than Half in FY21
10. Towa Hi System (4175 JT) : Another Stellar Small-Cap ERP Software IPO
Pharma
11. Sumitomo Dainippon Pharma (4506 JT) Up on US$4.2bil Deal
Miscellaneous
12. Avex to Sell HQ to Cover Staff Cut Costs
13. Shippers Riding High on Dec 25
14. Strike (6196 JT) Missing the Mark
15. ACS (6232 JT) Flying High on Hybrid Drone Tie-Up
16. Department Store Results
Macro
17. Economic Data Releases This Week
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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