- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Research Round-Up for the week ending 04 May, 2018
The Weekly CommentPelham Smithers scrutinises SoftBank’s global strategy. With the company neither a yield play nor a growth play, and with its boldest corporate moves now lying a decade in the past, fresh impetus and vision for the business model are required.
Contents at a Glance
v Results Flash Note Summaries
1. Murata (6981 JP) FY17 Results
2. Shin-Etsu Chemical’s (4063 JP) FY17 Earnings Exceed Consensus
3. TDK (6762 JP): FY18 Guidance is Below Consensus but Meeting was Upbeat
4. Dexerials (4980 JP) – Earnings Disappoint, But Anti-Reflection Films are set to Grow
5. Nitto Denko’s (6988 JP) Below Consensus Guidance Comes as No Surprise
6. Apple’s 2Q FY18 – Implications for Japanese Suppliers
v Company / Sector / Thematic Comments
1. Apple’s 2Q FY18 – Implications for Japanese Suppliers
2. Murata (6981 JP) FY17 results
3. Nintendo Woes
4. Nitto Denko’s (6988 JP) Guidance Below Consensus Comes as No Surprise
5. TDK (6762 JP): FY18 Guidance is Below Consensus but its Meeting was Upbeat
6. Shin-Etsu Chemical’s (4063 JP) FY17 Earnings Exceed Consensus
7. Dexerials (4980 JP) – Earnings Disappoint, But Anti-Reflection Films to Grow
8. Fujifilm (4091 JP) / Xerox (XRX US) Deal: The Drama Continues to Unfold
9. Markets Nervous about Auto Sector
10. April US Auto Sales – Japan Big 3: Lower Sales, But Also Lower Incentives
11. Subaru (7270 JP) Set for a Lucky Escape as Emission Data Manipulation Confirmed
12. Nabtesco (6268 JP) Shifts to Low Gear
13. NGK Spark Plug (5334 JP) Continues to Ascend
14. GREE (3632 JP) is Becoming More Like CyberAgent
15. GungHo (3765 JP) Posts Poor Q1 Results
16. Sprint, TMUS and SoftBank (9984 JP)
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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