The Must Read PSA Weekly Research Round-Up (Week to Sept 8th): Reports Published on Square Enix (9684)/Trump Set to Pull Out of a Free Trade Agreement with Korea - Implications for Autos/Koito Manufacturing (72
Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers (available upon request):
Why PSA favours EV/OP for valuations and what company stands out.
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request):
1. Consumer Electronics: Square Enix (9684): ¥5,000 Share Price – Fantasy, or Viable Quest?
2. Autos: Trump Set to Pull out of Free Trade Agreement with Korea – Unfair for Autos, but Not a Disaster Scenario
3. Autos: US Auto Sales August – SAAR Drops to Three-Year-Low on Harvey Impact
4. Auto Parts: Koito Manufacturing (7276) – Shining Bright
Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components
1. Sony (6758): The Importance of the Rights to Indian Cricket
2. Warner Records and Spotify; Facebook in Music Video Deal Move / Facebook Watch
3. Gumi (3903): What Will the FY18 Q1 Results Bring?
4. Nidec (6594): To Enter the EV Motor Market
5. Toshiba (6502): WDC Makes Controversial Offer / New Fab / Hon Hai Bid
6. Kyocera (6971): Seen as Buyer of Ryobi’s (5851) Power Tool Business
Chemicals
7. Fine vs Commodity Chemicals – Are MMA Markets Sustainable?
8. Harvey’s Impact Lingers on Petrochemicals
9. W-Scope (6619): Confirms LiB Separator Expansion
10. EV-Related Plays Charging Ahead
11. Sumitomo Chemical (4005): Appears to lag on EV and OLED Themes
Autos
12. Honda (7267): To Present a New EV at the Frankfurt Motor Show
13. Nissan (7201): Leaf Launch – Many New Exciting Features, but EV Drive Doesn’t Stand Out
Auto Parts / Machinery
14. NOK (7240) Corroborates Strength in Japanese Construction Machinery Demand
15. Toyota-Group Suppliers: Denso (6902) / Aisin Seki (7259) Valuations Lag Those of Koito (7276)
16. Daikin (6367): No Indian Summer and Texas Factory Hit by Effects of Harvey
17. Automation / Construction Machinery Stocks Continue to Hover Near All Time Highs
18. Autobacs Seven (9832): Upbeat Nikkei Article / Feedback on Our Visit to the Flagship Outlet
Internet
19. LINE (3938): Will Plans for LINE Mobile Cut it?
Pharma
20. Positive News for Chugai Pharmaceutical (4519) and Ono Pharmaceutical (4528)
Miscellaneous
21. Strategy: Brokers Turning Positive on Japan, Focus on Large Cap Exporters & Industrials
PSA Company Visits, Tours and Interviews:
• Call with Koito Manufacturing (7276)
• Visited Kaneka (4118) and NOK (7240)
PSA In the Media
• The Wall Street Journal asks PSA’s autos analyst Julie Boote her views on the new Nissan Leaf in an article published on September 3rd.
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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