- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Research Round-Up for the week ending 27 April, 2018
Pelham Smithers, currently marketing in the States, reflects on Tokyo’s decoupling from Wall Street, and discusses the Abe factor.Contents at a Glance
v Results Flash Note Summaries
1. Chugai Pharma (4519 JP) FY18 Q1 Results – Promising
2. Nidec (6594 JP) FY17 Results and Outlook – Given Nidec’s Near-Term Prospects, Valuations Seem Rich
3. Hitachi Chemical (4217 JP): FY18 Guidance Looks Potentially Conservative
4. JSR (4185 JP) FY17 Results – Expectations for JSR Prove to be Too High
5. SBI Holdings (8473 JP) FY17 Results and Outlook
6. CyberAgent (4751 JP): FY18 Q2 Results
7. Honda (7267 JP): FY17 Results and Outlook
v Report Summaries
8. NOK (7240 JP): More Seals Ahead
9. Takeda (4502 JP) / Shire: What Now?
v Company / Sector / Thematic Comments
1. Given Nidec’s (6594 JP) Near-Term Prospects, Valuations Seem Rich
2. Low Growth Continues at Sekisui Chemical (4204 JP)
3. Hitachi Chemical (4217 JP): FY18 Guidance Looks Potentially Conservative
4. Expectations for JSR (4185 JP) Prove to be Too High
5. Xerox’s (XRX US) Activist Shareholders Remain Active
6. Keeping the Faith in Nissha (7915 JP)
7. Non-Ferrous Moves
8. Honda (7267) Cautious about FY18 on Currency
9. Nikkei Preview: Mazda (7261 JP) Expects Lower Profits on Rising Costs
10. Weak Guidance from Automakers on Expected Currency Losses
11. Update on Subaru (7270 JP) Data Falsification Expected This Week
12. Japanese Government Has Concerns about the Domestic Auto Industry
13. NGK Spark (4334 JP) Reports Surprisingly Firm FY18 Guidance
14. Fanuc (6954 JP) Reports Surprisingly Low FY18 Guidance
15. IHI (7013 JP) Sell-Off a Possible Opportunity for the Risk Tolerant
16. Daikin (6367 JP) Hit by Fujitsu General (6755 JP) Disappointment
17. CyberAgent (4751 JP) Had an Excellent FY18 Q2
18. CyberAgent (4751 JP) Pulls the Plug on a Cryptocurrency Exchange
19. LINE’s (3938 JP) Q1 Results Fail to Impress
20. Start Today (3092 JP) to Announce its First Mid-Term Management Plan
21. Takeda (4502 JP) / Shire: What Now?
22. Chugai Pharma (4519 JP) FY18 Q1 Results – Promising Miscellaneous
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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