- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The Must Read PSA Japan Research Round-Up for the Week ending May 10
v The Weekly CommentPelham Smithers discusses whether Japan is a stock picker’s market or not.
v Reports / Flash Notes Summaries out in Golden Week and This Week
1. NTT Data (9613 JT): FY18 Q4 Preview – Waiting for the North American Shoe to Drop
2. Weak US Auto Sales in April as Incentives and Fleet Sales Decline
3. Shin-Etsu Chemical (4063 JT) – Examining the Weak FY18 Q4
4. Hitachi Chemical (4217 JT) – Higher Interest in a Share Transfer than Results
5. Strategy – The "Muddling Through" Conundrum
v Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics / Gaming
1. Panasonic (6752 JT) Beats – But Not Really
2. Capcom (9697 JT) Forecasts ¥20bil in FY19 OP
3. Tougher Times Ahead for Game Software6
Technology: Electronic Components and Precision
4. Result’s Impact on First Day Back from Golden Week
5. Rohm’s (6963 JT) Reaction
Chemicals / Materials
6. Hoya (7741 JT) to Focus on Leading-Edge ICs and Medical Services7
Autos
7. Toyota (7203 JT) Releases Cautious FY19 Outlook
8. Honda (7267 JT) Fails to Lift Itself out of Profit Slump
9. Mazda’s (7261 JT) Two-Step Model Introduction Could Delay Recovery
10. Mitsubishi Motors (7211 JT): Weaker Margins on Rising Costs
11. Subaru (7270 JT): Higher Expenses Set to Curtail Recovery
12. New Players Enter Fuel Cell Scene
Auto Parts / Machinery
13. DMG Mori (6141 JT) Posts Strong Q1
14. IHI (7013 JT) Disappoints
15. Daikin (6367 JT) Delivers
16. Daifuku (6383 JT): Good FY18 Neutral FY19 Guidance
Telecom
17. SoftBank’s (9984 JT) Latest Three-Card Trick
Internet / eCommerce
18. Gree’s (3632 JT) Q3 Earnings Beat
19. LINE (3938 JT) Declines on Uncertain Earnings Outlook
20. Yahoo Japan (4689 JT) Rises on Brighter Outlook
21. Mercari’s (4385 JT) FY19 Q3 Shortfall
Enterprise Software
22. NTT Data (9613 JT): FY19 Guidance Weak and Vague New Mid-Term Plan
23. TIS (3626 JT) Preview: Likely to Beat Forecasts for FY18
24. Outsourcing Inc (2427 JT) Takes a Tumble Following FY19 Q1 Results
25. NS Solutions’ (2327 JT) FY19 Outlook: Steady as She Goes
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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