- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Research Round Up for the week ending September 06
The Weekly Comment SummaryAs Rakuten stumbles with its MVNO roll-out, Pelham Smithers takes stock.
Reports / Flash Notes Summaries
1. Apple's (AAPL US) 2019 Handsets
Pelham Smithers discusses the impending release of the 2019 iPhones and whether they can offer enough improvement to set sales alight.
2. Murata (6941 JT): Risks vs Rewards
Forex worries and China worries combined to thump the Murata share price a few years back. Pelham Smithers draws lessons from 2015~16 in assessing the prospects for Murata's share performance in the short to medium term. The Murata story, combining as it does 5G and xEV booms, is an exciting one on paper, but 5G and xEV are several years from being mainstream and meanwhile these other factors pose a risk.
Reports / Flash Notes Summaries this Week
1. Apple's (AAPL US) 2019 Handsets
2. Murata (6941 JT): Risks vs Rewards
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Outlook for Global Video Game Market
2. Important Nintendo (7974 JT) Direct Broadcast Initial Thoughts / Assessment
Technology: Industrial Electronics / SPE / Components / Precision
3. Nikkei Puts Positive Spin on NEC (6701 JT)
4. Fanuc (6954 JT), Hitachi (6501 JT), NTT DOCOMO (9437 JT) in 5G Factory Trial
5. Bloomberg’s View on 5G Winners 7
Chemicals / Materials
6. LCP and Heat Solutions for 5G
Autos
7. US Sales Gains for Japanese Automakers in August
8. Mazda (7261 JT) Partners Toyota (7203 JT) for Financial Services
9. Subaru (7270 JT) Launches New Legacy in the US
Auto Parts / Machinery
10. Is Demand for Robots Picking Up Already?
11. Ichikoh Industries (7244 JT) Plant Tour
Internet
12. Rakuten’s (4755 JT) Underwhelming MNO Conference
13. DeNA (2432 JT) Hit by Profit Taking
14. istyle’s (3660 JT) @cosme LUMINE Ikebukuro Store Reopens
Enterprise Software
15. NTT (9432 JT) to Sponsor MLB as it Seeks US Brand Awareness
16. NTT Data (9613 JT) Working on Cashier-less Stores
Pharma 14
17. Sumitomo Dainippon Pharma to Invest in Roivant Sciences
Macro 14
18. Monetary Base Shrinks for 2nd Month
Market
19. Burry Fund’s Small Caps Surge
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Hitachi Chemical (4217 JT), Dexerials (4980 JT),
• Factory Visit: Ichikoh (7244 JT)
• Interviewed / Conference Call with: Toyota Industries (6201 JT)
• Results meeting: Tri Chemical Laboratories (4369 JT)
• Attended strategy / mid-term plan announcement meetings at: Ichikoh (7244 JT)
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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