- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Japan Market Research Round-Up (week ending July 20)
The Weekly CommentOver the next two months, there is likely to be a steady build-up in interest in the next generation of iPhones, both from a user viewpoint and from an investor viewpoint. Pelham Smithers discusses the likely line-up, the technology and the related beneficiaries.
Reports / Flash Notes Summaries at a Glance
1. Honda (7267 JP): Concerns over the Medium Term – US Operations and Product Cycle
2. Eisai (4523 JP): Pipeline and Earnings Outlook
3. Chemical / Electronic Materials: Valuation Update
Company / Sector / Thematic Comments at a Glance
1. Sony (6758 JP) 1Q FY18 Preview
2. Casino Bill Goes to Upper House
3. Panasonic’s (6752 JP) Batteries Behind Tesla Model 3 Cost Advantage?
4. TSMC’s (2330 TT) Guidance Auspicious for Shin-Etsu Chemical (4063 JP)
5. Asahi Kasei (3407 JP)Announces a US$1bil Auto Interior Acquisition
6. Fujifilm (4901 JP) – Tissue Engineering Potential
7. Japan Tissue Engineering (7774 JP) to Maybe Tackle Knee Pain
8.Nucleic Acid Drugs May Finally be Taking Off – Read Across to Nitto Denko (6988 JP)
9. Suzuk (7269 JP) – a Risky Hedge?
10. US Auto Financing Environment Deteriorates
11 .A/C Makers Still Hot
12 .China Construction Demand Strong say Nachi-Fujikoshi (6474 JP)
13. Construction Machinery Pick Up
14. Astellas (4503 JP) Considering Sale of East European Assets
15. Results Season – Week 1 Preview
PSA Company Visits, Tours and Interviews
• Analyst Meeting with Nachi-Fujikoshi (6474 JP)
• Conference call with Asahi Kasei (3407)
Weekly Market Comment by Pelham Smithers
Over the next two months, there is likely to be a steady build-up in interest in the next generation of iPhones, both from a user viewpoint and from an investor viewpoint. It is probably fair to say that the iPhone situation has been pretty grim through the 1H 2018, as the damage done by the disappointing 2017 / 18 range really starts to bite. (It was really only in 1H 2013 when we saw how truly damaging the underwhelming iPhone 5 was to sales.) Against a backdrop of slowing smartphone sales, Apple’s misjudgements (underinvestment in iPhone 8 specs, overpricing of iPhone X and chaotic launch of both) have made a tough situation worse.
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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