- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Research Round-Up for the week to August 28, 2020
Weekly Comment SummaryPelham Smithers discusses who will step into Abe’s shoes.
Reports / Flash Notes Summaries
1. Does Nikon (7731 JT) Have an Out?
2. BASE Inc (4477 JT): Moving into the Black – Anticipating 4-Fold Rise in OP in 3 Years
Company / Sector / Thematic Comments
Politics
1. The Real Shinzo Abe Legacy
Technology: Consumer Electronics, Gaming
2. Switch Pro Coming in 1Q CY21?
3. Can SQE (9864 JT) / Disney (DIS US) Break the Console Microtransaction Impasse?
Technology: Industrial Electronics and Electronic Components
4. Toshiba (6502 JT) To List 1/5th of its Stake in Kioxia
5. Fujitsu (6702 JT) Gets a Broker Upgrade; We Await NEC’s Sept 19 IR Day for More Guidance
Technology: Semiconductor Production Equipment & Precision
6. Does Nikon Have an Out?
Chemicals / Materials
7. Covid-19’s Varied Impact on Materials Manufacturers
8. Dexerials (4980 JT) Details Some Restructuring steps
9. US Housing Recovery Promising for Shin-Etsu Chemical (4063 JT)
Autos
10. Toyota (7203 JT) Raises Production Plan
11. Increasing Interest in Nissan (7201 JT) Shares
12. India Ponders Two-Wheeler Sales Tax Cut
Auto Parts / Machinery
13. A/C Boom: Daikin (6367 JT) and Fujitsu General ( 6755 JT) Post New Listing Highs
Telecom
14. Ministry of Communications Eyeing Ban on Mobile Switching Charges
Internet / eCommerce
15. Recruit Holdings’ (6098 JT) FY20 Q1 Results
16. Rakuten (4755 JT) Withdraws Second Application for US Bank Operation
17. Would You Buy / Rent a Home Without First Setting Foot Inside?
Enterprise Software
18. Cybozu Reports Stellar July Results
19. Medley (4480 JT) Issues Shares, Diluting Outstanding Stock by 4.7%
20. Sansan (4443 JT) to Acquire Transcription Service
21. Japan’s Systems Integrators Results Round-up
22. IIJ (3774 JT) Gets Azure Expert Status
Miscellaneous
23. METI’s Digital Exchange List for 2020
Market / Strategy
24. Japan’s Robinhood Stocks
25. Massive Swing to Risk-on Stocks as Hopes Covid Being Defeated Increase
Macro
26. All Industry Activity Index in June
PSA Company Visits, Tours and Interviews
• Visited: TDK (6762 JT), Asahi Kasei (3407 JT)
• Calls / email exchanges with: Toyota (7203 JT), Sansan (4443 JT), Fujitsu General (6755 JT), Daikin (6367 JT), Minebea-Mitsumi (6479 JT), JBEC (unlisted)
• Watched earnings webcast of: Recruit Holdings (6098 JT)
• Watched webcast of Dexerials (4980 JT)
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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