- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Research Round-Up (to Sept 20)
The Weekly Comment Summary by Pelham SmithersSquare Enix (9684 JT) and Colopl (3668 JT) have a hit on their hands with Dragon Quest Walk, their new Augmented Reality [AR] mobile game. Pelham Smithers notes that success comes despite the fact that the game is not the big camera+screen-oriented breakthrough AR game that we are looking forward to. ToF (time of flight) sensors, expected next year, will help deliver that breakthrough. Moreover, the bigger the IP, the better the situation for AR, so fantastic news for those companies that own IP, but not so good for those that have to license it in or generate their own IP from scratch. In Japan we are starting to see outperformance by video game stocks with strong IP compared with those with limited in-house IP. He expects that the arrival of AR will accelerate this trend.
Reports / Flash Notes Summaries this Week
1. Eisai (4523 JT) / Biogen (BIIB US) End Elenbecestat Trials
2. Gazyva News Shows Why Chugai Pharmaceutical (4519 JT) Remains Our Top Japanese Drug Stock
3. Frankfurt Motor Show Review: Fewer Cars, More Mobility Concepts
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT) Says “No†to Loeb
2. iPhone Wait Times 2~3 Weeks Already
3. Strong Moves in Video Game Plays
Chemicals / Materials
4. Saudi Arabia: Drones Aren’t the Only Risk; Consider Hacking
Autos
5. Toyota (7203 JT), Subaru (7270 JT) Shares at Year Highs
6. Toyota (7203 JT) Invests in its Pick-Ups
7. Autos Take Centre Stage in Fight of Trump vs California
8. Suzuki (7269 JT) Shares Rise on Tax Package in India
Telecom
9. SoftBank Group’s (9984 JT) We Company (WE US) IPO Delayed
Internet / eCommerce
10. Large Swings in eCommerce Stocks
11. Merpay Conference Sep 2019
Pharma
12. Eisai / Biogen End Elenbecestat Trials
13. Gazyva News Shows Why Chugai Pharm (4519 JT) Remains Our Top Japanese Drug Stock
Macro / Market
14. Shocking Trade Figures for August
15. Foreigners Net Sellers
PSA Company Visits, Tours and Interviews
• Visited: Frankfurt Motor Show; Nitto Denko (6988 JT)
• Interviewed / Conference Call with: Mitsubishi Chemical Holdings (4188 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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