The Must Read PSA Weekly Research Round-Up (week to Oct 13th)
PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers:
Pelham Smithers discusses the whys and wherefores of Japan’s love affair with blockchain.
Company / Sector / Thematic Comments at a Glance:
Macro / Politics:
1. Polls Give Abe Strong Majority
2. Nikkei 225 Members Under Scrutiny:
3. Seven & I (3382): Positive Earnings Season Bellwether
Technology: Consumer and Industrial Electronics / Electronic Components
4. Sony (6758): Is Netflix a Problem? / Disappointing Start for Blade Runner 2049
5. Panasonic (6752): Tesla Model 3 Production Issues Offset by Strong X and S Demand
6. Square Enix (9684): Flame vs Blaze a Damp Squib
7. DRAM Prices Surging: IC Theme Laggards Points to Material Suppliers
Chemicals / Electronic Materials
8. Japan Display (6740): Panel Prices to Remain a Worry
9. Are Reporting Modifications Attracting or Hampering Investment?
10. NSSMC Reduces its Position in Sumco (3436) Again
11. Asahi Kasei (3407), Sekisui Chemical (4204): Uninspiring Housing Orders
12. Investments in Agro Drones
Autos
13. Kobe Steel (5406): Quality Issues for Materials in Planes, Trains and Automobiles
Auto Parts / Machinery
14. Machinery Moves This Week Continued to be Dominated by Automation
15. Broker Upgrades Echo PSA’s Positive Outlook on NOK (7240) and Ferrotec (6890)
Internet
16. A Good Week for mixi (2121), Recruit (6098), CyberAgent (4751) and GREE (3632)
Pharma
17. Chugai (4519) vs Shionogi (4507) / Pharma Sector Picks
Telecom
18. SoftBank (9984): Its Recent Share Price Strength / Sprint, TMUS Deal by Month-end?
PSA Company Visits, Tours and Interviews:
• Call with Teijin (3401)
• Attended results meetings for Idom (7599), Lawson Inc (2651) and Yoshinoya (9861)
List of PSA Published Reports as of August 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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