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Pelham Smithers Associates Ltd
Pelham Smithers

The Must Read PSA Weekly Research Round-Up (week to Dec 8): Highlighting Reports on CyberAgent / Cyberdyne and Comments on Sony's PS4 Products/ Video Game Plays / Canon's Q3 / 5G Capex Plays / TDK's FY18 Outlo

Inside the PSA Japan Weekly Research Round-Up you have:

The Weekly Comment by Pelham Smithers:

News comes that Japan’s economy grew at 2.5% annualised in the September quarter, and not at the 1.4% the government originally stated. We consider the issues this raises.

Reports / Flash Notes Published This Week: Headlines at a Glance:

  1. Steel Sector Primer – The Current Situation Looks Favourable for Japanese Steel Makers
  2. November US Auto Sales – Mixed Performance of the Japanese
  3. CyberAgent (4751) – Recent Sell-off Represents a Good Re-entry Point
  4. Cyberdyne (7779): Moving Towards an Inflection Point

Company / Sector / Thematic Comments at a Glance:

Technology: Consumer Electronics / Industrial Electronics / Electronic Components / Precision / SPE

  1. Sony (6758): Successful PSVR Trial / Impressive PS4, PSVR Stats / 3D Sensor Mass-Production
  2. Capcom (9697): Beta trial for Monster Hunter: World Unveiled
  3. Gumi (3903): 2Q Numbers Beat Company Forecasts, but Falls Short of Toyo Keizai’s Estimates
  4. Nintendo (7974): Animal Crossing App is Not Monetizing; Read-Across to DeNA (2432)
  5. DeNA (2432) and Nissan (7201) To Develop Self-Drive EVs
  6. Soft99 (4464): Shining Performance
  7. Canon (7751): Sell-side Analysts Continue to Tweak Forecasts Higher
  8. Anritsu (6754): Is it the Only Early Cycle Play on 5G? / Keysight Technologies Offers Insight to 5G Spend
  9. Advantest (6857): Positive Nikkei Article…or is it?

Chemicals / Electronic Materials

  1. TDK (6762): The Nikkei Produces Some Punchy FY18 Forecasts
  2. JOLED to Mass Produce 21.6-inch Printed OLED Screens, Securing Financing
  3. Sumitomo Chemical (4005): Sowing Seeds with DowDuPont / Good New for SUN-101/eFlow
  4. The Supposed 2018 LCD iPhone and the Japanese Supply Chain

Autos

  1. Honda (7267): Potential Pay-out from the Takata Restitution Fund / AI Development
  2. Peugeot to work with Nidec (6594) on Electric Motors

Auto Parts / Machinery

  1. Daikin (6367): Impact of Copper, Aluminium Pricing…and a Cold Start to Winter in Japan
  2. Komatsu (6301): President’s Interview

Internet 

  1. LINE (3938): Growth in Ads Business Fully Reflected?
  2. GREE (3632): Stock Losing Ground as Excitement around SINoALICE Wanes

Pharma:

  1. Chugai (4519): More Good Trial News for Hemlibra
  2. Cyberdyne (7779): Confirming our View it does Not Qualify as a Short-Sell

Macro:

  1. Rising Scrap Steel / Coking Prices: Who Wins?
  2. Offer to Cut Corporate Tax Rates Has Conditions

PSA Company Visits, Tours and Interviews:

  • Visited Nitto Denko (6988), Daikin (6367), Mitsubishi Electric (6503)
  • Conference call with Nissha Printing (7915)

 

List of PSA Published Reports since Sept 2017 

08/12/2017 16 EN
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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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