PSA Weekly Research Round-up for the week ending 10th January 2020
Weekly Comment:Pelham Smithers comments on the importance of Japan’s capex numbers not only next week, but for 2020 as a whole
Reports / Flash Notes Summaries
1. Yaskawa (6506 JT) FY19 Q3 Preview: Weak Q3 Could be Lower Than Expected
2. Yaskawa (6506 JT) FY19 Q3 Results: OP Down 82% YoY / Robotics & China Weak
3. US Auto Market Shows Resilience in 2019
4. Carlos Ghosn Speaks Out
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. 2019 Review and 2020 Outlook for Video Games Market
2. Sony (6758 JT) Unveils Protype AD EV; Fate / Grand Order Tops Twitter Charts
Technology: Electronic Components and Precision
3. NEC (6701 JT) Demonstrates its Strength in AI
4. How 5G Curtailed the Semiconductor Downturn / Stock Selection Implications
Technology: Bitcoin / Cryptocurrency and Blockchain
5. Growing Appetite for Stablecoins
6. LNG in the US and Bitcoin Mining
Chemicals / Materials
7. Fujifilm (4901 JT) Decides to Dissolve Contract with Xerox
Autos
8. Mixed US Auto Sales Results for Japanese Assemblers
9. Toyota Moves beyond Mobility
10. Carlos Ghosn Accuses Nissan of Framing Him
Auto Parts / Machinery
11. Yaskawa Electric (6506 JT) Q3 Disappoints
12. Daifuku Shares Hit 23-Month High: So Much Going On
Telecom
13. Is SoftBank Group (9984 JT) The Big Short of 2020?
Enterprise Software
14. IIJ (3774 JT) Seeing Improving ASPs in MVNO Business
15. MonotaRO (3064 JT) Dec Sales +17.9% YoY
PSA Company Visits, Tours and Interviews
• Conference Call with: Fujifilm Holdings (4901 JT)
PSA In the Press
• Machinery analyst William Nestuk was quoted in a Bloomberg article on Jan 8 regarding Yaskawa’s results.
• Auto analyst Julie Boote was interviewed by CNBC and Bloomberg TV regarding Nissan and Carlos Ghosn.
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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