The Must Read PSA Weekly Research Round-Up (Week to Nov 24): Reports on Chugai Pharm (4519) / Japan Tech Sector's "Sweet Sixteen" /Daikin (6367) / Uber's Robotaxis and Toyota (7203)
Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers (full comment available upon request):
How is the Japanese economy doing? Pelham Smithers looks forward to next week’s many data releases, explaining what to expect, and what it will mean for the market.
ï¶ Reports / Flash Notes Published This Week: Headlines at a Glance (Please ask for more details):
1. Chugai Pharmaceutical (4519) Positive Read through from US Tecentriq Data
2. Toyota (7203) - Implications of Volvo Providing Uber with Robotaxis
3. Daikin (6367) – Expansion Experts
4. Japan Technology Sector Strategy – Japan's "Sweet Sixteen"
ï¶ Company / Sector / Thematic Comments at a Glance (Please ask for more details):
Technology:
1. Toshiba (6502): Ultimately, it’s a Question of Management
2. Sony (6758): Barron’s Puff Piece / Animation Movie ‘The Star’ Opens Well / Fox Break-up / PS5
3. Square Enix (9684): Making Headway in Digital Publishing
Chemicals / Electronic Materials
4. TDK (6762): Plans an Early Entry into Solid-State Lithium-ion Batteries
5. Toray (3402): Not Rallying with the Solid-State Battery Plays
Autos
6. Toyota and Suzuki to Introduce EVs in India
7. Domestic Competition Potentially Getting Fiercer for Isuzu and Hino
Auto Parts / Machinery
8. Yaskawa (6506): Plant Tour Announced
9. KHI (7012): Reins in its Medium-Term Targets
10. Daifuku (6383): To Issue Shares
11. Koito (7276): Market Shaking off Koito Shanghai Divestiture Shock
12. H2 Outlook Comparison of this Week’s Top 3 Performers in Automation
Internet
13. Digital Garage (4819): Exciting Partnerships in New Technologies
14. Start Today (3092): To Launch ZOZO Next Week
Pharma:
15. Daiichi Sankyo (4568): Analyst Upgrade as DS-8201 Moves to Phase 2 for GC
16. Even More Upside for Chugai / Roche’s Tecentriq?
Telecom:
17. SoftBank (9884): Seven & I Bike Share Venture / Alibaba at All-time Highs/ Bank Proxy
Macro:
18. A Slew of Underwhelming Economic Numbers
ï¶ PSA Company Visits, Tours and Interviews:
• Earnings meetings: Sumitomo Chemical (4005, small meeting), Kanto Denka (4047), Kansai Paint (4613), Iwatani Sangyo (8088), Espec (6859), Hanwa Kogyo (8078), Watabe Wedding (4696), Punch Industry (6165), Meiwa Estate (8869), T&D Holding (8795), Tokio Marine (8766)
• Visited Toray (3402), Mitsubishi Chemical Holdings (4188), Ube Industries (4208), Sekisui Chemical (4204), Kaneka (4118)
• Had conference calls with TDK (6762), Mitsubishi Electric (6503) and Daikin (6367)
List of PSA Published Reports since Aug 2017
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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