- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Research Round-Up for the week ending March 06, 2020
Weekly Comment SummaryPelham Smithers discusses whether Covid-19 might end Japan’s aversion to eCommerce
Reports / Flash Notes Summaries
1. Daikin (6367 JT) – Depreciation Reduction; 2020 Issues
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Is Capcom Set to Release Resident Evil 8 in FY20?
2. Sony’s (6758 JT) PS5 Cost
3. Nintendo’s (7974 JT) Mario Kart Tour to Go Truly Multi-player / Switch Shortages?
Technology: Industrial Electronics, Electronic Components and Precision
4. 8Gb DRAM Above US$3.00 7
5. SK Hynix (006600 KS) Ups CMOS Presence
6. Nitto Denko (6988 JT) Moves ND-L02-S0201 to Phase II in Japan
7. 5G-related Stocks Bouncing
8. Covid-19 Impacting Japan 5G Rollout
9. Canon (7751 JT) To Make OLED Panels?
10. Hitachi’s (6501 JT) Environmentally Friendly Desalination Plant
11. NEC’s Post-5G Technology
12. Fujitsu (6702 JT) Develops Advanced Video Compression Capabilities
Chemicals / Materials
13. Asahi Kasei (3407 JT) Acquires Another Auto Interior Business
14. Downward Revision at Sumitomo Chemical (4005 JT) Encompasses Covid-19
Autos
15. Japanese Automakers Record Strong US Auto Sales in February
16. Autos: Concern over Further Supply Chain Disruptions
17. Automakers Aiming for Profitable EV Business
18. Is Toyota (7203 JT) Still a Safe Haven?
Auto Parts / Machinery
19. Syrius Robotics to Enter Japan Automated Warehousing from April
Internet / eCommerce
20. Rakuten (4755 JT) Unveils Its Mobile Offering ; No “Bang†Post Announcement
21. Weak Bookings at Kakaku.com’s (2371 JT) Tabelog
Enterprise Software
22. ERP-Plays in Health-related Businesses
Macro / Miscellaneous
23. Poor Feb Department Store Sales
24. Liquidity Boost / PSA Focus List Stocks Rebound
25. Disappointing Diet Speech / Covid-19 Fears
PSA Company Visits, Tours & Interviews
• Visited: Shin-Etsu Chemical (4063 JT), Dexerials (4980 JT), Kuraray (3405 JT)
• Interviewed / Conference Call with: Ube Industries (4208 JT)
• Watched Rakuten’s (4755 JT) MMO business strategy conference webcast
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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