- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Japan Research Round-Up (week to Aug 31): Highlighting Reports on Rakuten, Isuzu and Rohm
The Weekly Comment by Pelham SmithersWith a steady hand and masterful eyeballs, Pelham Smithers picks out contrarian opportunities among the pachislot and pachinko equipment makers as we await news on Japan’s casino license awards.
Reports / Flash Notes at a Glance
1. Rakuten (4755 JP) – Can it Replicate Jio?
2. Isuzu (7202): Upside Earning Potential in FY18
3. Rohm (6367 JP): Powering Up
Company / Sector / Thematic Comments at a Glance
1. Digitimes Forecasts Strong iPhone Shipments
2. What is Dragalia Lost, and Does it Matter?
3. Square Enix (9684 JP) at Gamescom
4. Capcom (9697 JP) at Gamescom
5. Shin-Etsu Chemical (4063 JP): Some Clouds on the Horizon for PVC
6. Apple-Related Shares Firm
7. HDD Supply Chain Optimistic Despite SSDs
8. NAFTA: Markets Relieved; Moderate Changes Only
9. Autonomous Driving Still in a Haze
10. Daikin’s (6367 JP) Relative Outperformance
11. Ichikoh (7244 JP) Rises Ahead of Analyst Meeting
12. Could / Should Japanese Mobile Phone Bills be Cut 40%?
13. CyberAgent (4751 JP) Shares Exceed Pre-Earnings Level
Reports / Flash Notes Summaries
1. Rakuten (4755 JP) – Can it Replicate Jio?
That Reliance Jio’s Jio climbed to No. 4 in the India’s MNO market with a market share of nearly 19% just two years after launch is surely an inspiring case study for Rakuten Mobile Network (RMN). However, can RMN replicate Jio? In this report analyst Thao Nguyen identifies similarities and differences between the two entities and aims to assess the success likelihood of RMN.
2. Isuzu (7202): Upside Earning Potential in FY18
Analyst Julie Boote reviews the outlook for Isuzu and identifies several areas of improvement which lead her to a FY18 OP forecast above those of both the company and consensus.
3. Rohm (6367 JP): Powering Up
Rohm’s core business at the turn of the 21st century upped and left, largely. Now however, Rohm’s specialisation in power ICs, an area of semiconductor design, looks poised to make this cycle a good one for Rohm as electric vehicle powertrains and the IoT generally begin to take centre stage. Pelham Smithers looks at existing business lines and fresh opportunities to assess Rohm’s chances in this brave new world.
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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