PSA Weekly Research Round-Up (week ending Aug 18): Highlighting Telecom Strategy / Nintendo Patent Suit / Results Writes-ups on Fujifilm (4901) and Ferrotec (6890)
Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers (available upon request):
Japanese telecoms strategy discussed.
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request):
1. Fujifilm Holdings (4901) FY17 Q1 Results Meeting – Cameras Push Earnings Ahead of Guidance
2. Nintendo (7974): Is the Patent Suit a Problem? Yes, Quite Possibly
3. Ferrotec (6890): FY17 Q1 Results – Solar to Semis
Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components
1. Sony (6758): Looking to Acquire Remainder of EMI Publishing?
2. Talk that Apple is Set to Launch a Cellular Smartwatch
3. Toshiba (6502): Issues over payment timings for Toshiba Memory
Chemicals
4. W-Scope (6619) and LiB Stocks Have Energy
5. Skepticism on Japan Display (6740) is Unlikely to Disappear
6. Sumitomo Metal Mining (5713): Add Copper to its EV Exposure
Autos
7. The Outlook for EV / PHEVs
8. Toyota (7203): To Benefit from Diesel Withdrawal in Europe / Outlook for EVs
Auto Parts / Machinery
9. A Very Rainy August for Tokyoites: Impact on Daikin (6367)
10. Share Price Moves in Automation and Auto Parts: Yaskawa, Daifuku, SMC, Denso, Aisin Seiki
11. Ferrotec (6890): One of the Cheapest SPE-Related Plays
Telecom
12. KDDi (9433): Acquires IOT / M2M Enabler Soracom
13. Ahead of Alibaba's Numbers, What of SoftBank (9983)? / The Results
Internet
14. Yahoo Japan (4689): It’s Game On Thanks to HTML5
15. Recruit Holdings (6098): Good Q1 but Concerns on Overseas Strategy and High Valuations
16. Enterprise Drives FY17 Q2 at Trend Micro (4704)
17. Heavy Investment Burdens Continue to Weigh on iStyle (3660)
18. Avex (7860): Rough Start and Lofty 2020 Targets, Rightly Reflected in Low Valuations
19. GREE (3632): Market Confidence in 9 Directors’ Reappointment to Board, We Remain Cautious
Macro
20. June Quarter Japanese GDP +1.0% QoQ, +4.0% Annualized
PSA Company Visits, Tours and Interviews:
- Attended earnings meetings for Fujifilm (4901)
- Call with Ferrotec (6890)
- Visited Japan Display (6740)
PSA in the Media:
Pelham Smithers on Alibaba (CNBC) https://www.cnbc.com/video/2017/08/18/china-has-no-practical-alternative-to-alibaba-online-retail-pro.html
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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