- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Research Round Up for the week ending September 13
The Weekly Comment:Pelham Smithers discusses the latest iPhones, the firm’s aggressive pricing strategy and raises concerns on a shift to commoditization. One of the few winners of the current line-up should be battery supplier TDK (6762 JT)
Reports / Flash Notes Summaries this Week
1. From Micro Hybrid to Full EV – The Five Degrees of Electrification
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming 5
1. Apple (AAPL US) “Solves†its Pricing Problem
Technology: Industrial Electronics / SPE / Components / Precision
2. TDK (6762 JT) Likely to Benefit from the new iPhone
3. Video Game Stocks Kick Off the Week with Good Moves Ahead of TGS
4. Mirrorless Cameras Still Struggling
Chemicals / Materials 7
5. Why Shin-Etsu Chemical (4063 JT) Shares are Recovering
6. Miraial (4238 JT) Issues Weak Guidance, Cuts Dividend
Autos
7. Auto Stocks Outperform on Weak Yen; Nissan CEO Saikawa Resignation
Telecom
8. The Japan Telcos’ Unique Strategy
Internet
9. Nexon (3659 JT) Acquires a Stake in Wonder Holdings; Announces Buyback
10. Rakuten’s (4755 JT) Rakuten Pay to be Available at 7-Eleven Stores
Enterprise Software
11. transcosmos (9715 JT) to Buy Majority Stake in Toshiba HR Subsidiary
Pharma
12. Fears of Aggressive Drug Pricing
Macro
13. Japanese Q2 GDP Revised Down
14. Japan’s Well-timed Public Spending Boom
15. Are we Too Pessimistic about the Macro, or not Pessimistic Enough?
PSA Company Visits, Tours and Interviews:
• Visited: Shin-Etsu Chemical (4063 JT)
• Interviewed / Conference Call with:
• Results meeting: Miraial (4238 JT), Ohara (5218 JT), SAMCO (6387 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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