The PSA Japan Research Round-Up for the week ending Jan 26
The PSA Japan Research Round-Up for the week ending Jan 26
Contents at a Glance
PSA Company Visits, Tours and Interviews
PSA In the Press
Weekly Market Comment by the PSA Team
Currency and the Auto Sector
Reports / Flash Notes Summaries
1. Yaskawa Electric (6506 JP): FY17 Q3 Results Comment
Company / Sector / Thematic Comments
1. Japan eSports Update
2. Positive Implications for SBI Holdings
3. Question Mark Over the Direction of Nidec’s Earnings
4. Shin-Etsu Chemical Revises Up, at Long Last
5. Positive Message for Shin-Etsu in TSMC’s Guidance
6. Japan Display Introduces a New Fingerprint Sensor
7. Internepcon Japan exhibit, Part 1: Auto Sensors and Window Technology
8. Internepcon Japan Exhibit, Part 2: ICs, Circuits and a Surprise LiB Entrant
9. Internepcon Japan Exhibit Part 3: Carbon Fiber for Autos
10. Internepcon Japan Exhibit Part 4: Auto and Data Center Communication
11. Suzuki Falls on Weaker than Expected Maruti Suzuki Earnings and New Royalty Payment Arrangements
12. China New Energy Vehicle Sales Surge in 2017, but Challenges Remain
13. Nissan Plans to Introduce e-Power to the US
14. Toyota Invests in France
15. Self-driving Cars in the Spotlight
16. Fanuc Fast-Forward Confirmed
17. NGK Spark up on EUR, Semiconductor Cycle Considerations
18. CyberAgent’s Results Make for Good Viewing
19. Cryptocurrency-Related Stocks Continue to Rally
20. Nexon Breaks above ¥3,500
21. Yahoo Japan Introduces its New Management Team
22. Takeda’s Adcetris Gets Approval
23. Cosmos Pharmaceutical: Is the Worst Over?
24. Tokyo Steel’s Results Missed Consensus Estimates
25. Nikkei and Currency Markets – Decoupling
26. Foreign Buying of Japanese Equities
List of PSA Published Reports Since Q2 2017 to Date
PSA Company Visits, Tours and Interviews
Earnings meeting at Shin-Etsu Chemical (4063 JP), CyberAgent (4751 JP)
Conference call with Iwatani Corp (8088 JP), Japan Display (6740 JP), Yaskawa (6506 JP), Fanuc (6954 JP)
PSA In the Press
Pelham Smithers on Capcom’s (9697 JP) New Game quoted on Bloomberg (Jan 25)
Pelham Smithers on the IPO of SoftBank’s Mobile Business: https://www.thetimes.co.uk/article/bankers-in-fight-to-lure-softbank-float-to-city-vzjcscnhs
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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