- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Weekly Research Xmas / New Year Round-Up - Highlighting the Japan Perspective 2019 (Dec 25 to week ending Jan 04, 2019).
The Weekly CommentIs China’s economic slowdown starting to snowball? Pelham Smithers discusses Beijing’s interventions and the Bank of Japan’s policy options as it tries to avert the risk of yen strength as a safe haven currency. Meanwhile, Pelham points out that both quality and value opportunities are available in the Japanese stock market.
Reports / Flash Notes Summaries
1. The Japan Perspective 2019
Company / Sector / Thematic Comments at a Glance
Technology:
1. Tech Strategy: Thoughts on US and Japan Tech as we Begin the New Year
2. What Now for Japan iPhone Stocks?
3. Sony (6758 JT) Upping 3D Sensor Output
4. Sony (6758 JT): Might Activists Start Eyeing Yoshida’s Performance?
5. Nexon (3659 JT): CEO of NXC Corp Sells Shares / Developing New D&F Game
6. Sharp’s (6753 JT) Dilution Issues Come Home to Roost
7. Good Start for 2019 by NEC (6701 JT) / Acquires Denmark’s KMD, Extends European Operations
Chemicals / Materials:
8. Hitachi (6501 JT) Cedes LiB Ownership to Maxell (6810 JT) and INCJ
9. Sumitomo Chemical Group’s New Life Science Projects
10. Research to Augment LiB Capacity
11. China’s EV Policies and the Battery Suppliers
12. Four Defensive Chemical Standouts in 2018
Auto Parts / Machinery
13. Hoshizaki (6465 JT) Releases Q3 at 12th Hour / Shares Rebound on First Day of Trading
Market Comments / Macro / Miscellaneous
14. Dec 28 Market Moves: Tokyo Holds 20,000 Level in Final Trading Day of 2018
15. Dec 27 Market Moves: Tokyo Delivers More Meaningful Rebound
16. Dec 26 Market Moves: Tokyo Rebounds, Sort of
17. Dec 25 Market Moves: Nikkei Back Below 20,000 on US, Yen
18. Weak Economic Data Sends JGB Yields Negative
19. Potential Changes to TSE 1 Listing
20. Japan Manufacturing PMI Remains High
Interviews
• Interviewed / Conference Call with: Sekisui Chemical (4204 JT)
PSA In the Press / TV Appearances
• Pelham Smithers discusses the outlook for the technology sector in 2019. [ /?fbclid=IwAR1-wKBbvFnkMzlpzvYCYCkhSO9E1EuMu1MEIt2ogsA2Rk6BXN77oxtZbI4#ql/5c24a4cde4b0d1c7d1816eb2/a066bcf5-58a0-430a-8659-a785568047de ]
• Pelham on Apple, robotics, 5G, on these CNBC Video clips: /video/2018/12/27/apple-will-be-tested-as-we-move-into-5g-era-tech-analyst-says.; html/video/2018/12/27/nokia-will-gain-from-huawei-5g-controversy-tech-analyst-says.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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