The PSA Japan Research Round-Up for the Week Beginning Dec 23, 2019 and Ending Jan 03, 2020 - Flagging the Japan Perspective 2020
Contents at a GlanceReports / Flash Notes Summaries 3
1. Japan Perspective 2020 3
2. SRE Holdings Corp (2980 JT): Disappointing IPO Provides Entry Point 3
Company / Sector / Thematic Comments 4
Technology: Consumer Electronics, Gaming 4
1. Square Enix (9684 JT) Dragon Quest Walk Performing Well on the Charts 4
2. Global Video Games Market +5% YoY in November 5
3. Sharp to Buy JDI’s Hakusan Plant? Part 1: JDI / Part 2: Sharp 6
Technology: Electronic Components and Precision 7
4. iPhone-Suppliers: Moves That Caught Our Eye 7
5. Nissan’s (7201 JT) Loss is Nidec’s (6594 JT) Gain 7
Chemicals / Materials 7
6. Shin-Etsu Chemical (4063 JT) Targets 5G Materials 7
Autos 8
7. Suzuki Bucking the Weak India Motorcycle Sales Trend 8
8. Can Carlos Ghosn’s Escape Hurt Nissan (7201 JT)? 8
Telecom 9
9. SoftBank Corp (9434 JT) and Naver (035420 KS) Up Buy-out Offer for LINE (3938 JT) 9
Enterprise Software 9
10. Christmas Comes Early for Cybozu (4776 JT): Part One 9
11. Cybozu’s Extra Christmas Present 10
12. Sansan (4443 JT) Surges 12
13. NTT Data (9613 JT) Subsidiary Still Struggling to Recover Data from Cloud Storage Failure 12
14. Oracle Japan Produces Steady FY19 Q2 12
15. Internet Initiative Japan (3774 JT) Ties Up with Sumitomo Corp (8035 JT) on 5G 12
Pharma 13
16. Mixed Set of News for Japan Pharma 13
17. Fujifilm Holdings (4901 JT) Tries Again on Alzheimer’s 13
18. Eisai Releases Phase III Data for Dayvigo 14
List of PSA Published Reports as of Q3 CY19 15
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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