PSA Weekly 22nd December 2017
All the team at PSA wish you Happy Holidays and a healthy, happy and successful 2018. PSA Weekly will return on Jan 5th.
Inside the PSA Japan Weekly Research Round-Up you have:
v The Weekly Comment by Pelham Smithers:
10 tech hardware names have contributed 18% of Topix’s performance, underscoring the importance of combining quality and growth when it came to stock selection in 2017. It also shows the benefit of emphasizing business spend over consumer spend. While 2018 looks set to begin where 2017 left off, look for the market to cycle into more risk-on stocks as inflation starts to creep in.
v Company / Sector / Thematic Comments at a Glance:
Technology: Consumer Electronics / Industrial Electronics / Electronic Components / Precision / SPE
- Sony (6758): Positive Newsflow Continues
- Resonant (RESN US) Gets SAW Socket Win: Implications for Murata (6981) and Taiyo Yuden (6976)
- Murata (6981): CEO Discusses MetroCirc
- Risks & Rewards at Hitachi (5601) and Melco (6503) in 2018
Autos
- Toyota (7203): 10 EVs by Early 2020s
- Toyota Sets up a Mobility Services Company
- Subaru (7270) Facing Second Governance Scandal on Suspicion of Fuel Economy Data Falsification
- What next for Nissan as Carlos Ghosn is likely to step down as CEO of Renault?
Auto Parts / Machinery
- IHI (7013): Advantages vs MHI (7011) and KHI (7012)
- Toyota Industries (6201) Puts its Cap into the EV Battery Ring
- New All-time High for Komatsu (6301)
Internet / eCommerce
- Longfin (LFIN US) Putting Japanese Bitcoin Stocks to Shame (when it comes to speculative interest)
Pharma / Medical Devices
- Cyberdyne (7779): Medical HAL Get US Approval
- Chugai (5419): Shire (SHP LN) files injunction over Hemlibra
- Eisai (4523) Shares suffer as BAN-2401 disappoints
- Santen (4536): US FDA rejects DE-109
v List of PSA Published Reports since Sept 2017: please see back page
v PSA Company Visits, Tours and Interviews:
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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