The Must Read PSA Weekly Research Round-Up (week to Sept 15th): Report Published on NOK (7240) / Pelham Smithers Assesses Abenomics
Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers (available upon request):
Pelham Smithers assesses Abenomics.
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request):
1. NOK (7240): Q3 – Apple Cometh
Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components
1. Apple’s New Launches / Start of an Apple Backlash?
2. Consumer Electronics Product Development and Inflation
3. Panasonic (6752) Finally Gains “EV Play” Status
4. Gumi (3903): FY18 Q1 Results – Looking for Record Revenues
5. Impressive Nintendo (7974) Switch Graphics
6. Tech Soaps: The Toshiba (6502) / WDC / Toshiba Memory / Apple / Bain Group Saga
7. Canon (7751): Opens a New Camera Factory in Japan to Better Utilize its Domestic Workforce
8. RFID Market Growing at 7% pa in Japan
Chemicals
9. EV / LiB-related Plays Continue to Rise
10. KH Neochem (4189): New Refrigeration Mediums Cause for Concern
11. Apple’s Launches See a Mixed Response in OLED-Related Plays
12. Mixed Performance in Housing Orders for Sekisui Chemical (4204) and Asahi Kasei (3407)
Autos
13. China Plans to Stop Selling Fossil Fuel-Powered Cars
14. Aston Martin Going Electric
Auto Parts / Machinery
15. Automation / Construction Machinery Stock Moves This Week – Plenty of New Highs
Internet
16. Trend Micro (4704): Equifax’s Data Breach Emphasises the Need for Cybersecurity
Pharma
17. Daiichi Sankyo (4568) Releases Phase I data for DS-8201 at ESMO 2017
18. Considering Astellas (4503) Now the PROSPER Trial Has Gone Well
PSA Company Visits, Tours and Interviews:
- Calls with Murata (6981), NOK (7240), Koito (7276)
- Attended information meetings of Kuraray (3405) and Olympus (7733)
List of PSA Published Reports Since Q2 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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