The Must Read PSA Weekly Research Round-Up (week to Sept 22nd): Reports published on 48-V Mild Hybrids/Murata/Nexon/NGK Spark Plug/Japan Internet Sector Presentation
Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers:
PSA’s favourite sub-US$5bil market cap stocks
Reports / Flash Notes Published This Week: Headlines at a Glance:
1. Autos: 48-Volt Mild Hybrids – Death Blow to Diesel, and Threat to Toyota (7203)
2. Components: Murata (6981) – Module Recovery Expected but Roadblocks Exist
3. Internet: Nexon (3659) – Given the Challenges, Can the Run Continue?
4. Auto Parts: NGK Spark Plug (533) – Sparking to Life
Company / Sector / Thematic Comments at a Glance:
Market Strategy
1. Time to Consider Returning to the Risk-on Trade? / Alternatives to Tech
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components
2. Square Enix (9684) at the Tokyo Game Show 2017: Exciting Prospects
3. Early Indications that the iPhone 8 Demand is Poor
4. Alphabet to Buy HTC’s Pixel Phone Business Leave
5. Nintendo (7974): Positive News Flow – Broker Upgrade / Honor of Kings Coming to Switch
6. CMOS Sensor Outlook: Read Across to Sony (6758), Samsung (005930 KS) and Canon (7751)
7. Toshiba (6502) Selects Bain Group, Dismisses Other Two Bids / No Change to Moody’s Rating
Chemicals
8. Kuraray (3405): Calgon Carbon Acquisition Looks Expensive
9. Ferrotec (6890) Advances its China Wafer Plans: Read-Across to Shin-Etsu Chem and Sumco
10. The Nikkei Highlights LiB Competition from China
Auto Parts / Machinery
11. The Performance of Automation / Construction Machinery and Auto Parts Continues to Impress:
Internet
12. Japan’s Internet Sector Presentation (attached): An overview
13. Trends in the PC Game Market: Japanese Gamers are Warming up to e-Sports
14. Rakuten (4755): Sponsors the NBA’s Golden State Warriors to Boost Brand
Politics
15. Thoughts on Likelihood of Snap Election in Japan and Possible Outcome
16. Casino Legislation Under Threat from Snap Election
PSA Company Visits, Tours and Interviews:
• Visited Subaru (7270), Komatsu (6301), Mitsubishi Motors (7211), Toyota (7203), Suzuki (7269), Yamaha Motors (7272), Hino (7205), Renesas (6723), Bridgestone (6901), Hitachi Automotive System (a subsidiary of Hitachi (6501)), Isuzu (7202) and Honda (7267), IHI (7013), Nabtesco (6268)
• Calls with Ube Industries (4208) and NGK Spark Plug (5334)
• Attended information meeting of Kuraray (3405)
List of PSA Published Reports as of July 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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