Pelham Smithers Associates Ltd - The PSA Japan Weekly Pre-Easter Research Round-Up for the week to April 1, 2021 / Reports out this week on Japan Market Strategy for CY21 Q2 / Toyota Industries (6201 JT)

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

The PSA Japan Weekly Pre-Easter Research Round-Up for the week to April 1, 2021 / Reports out this week on Japan Market Strategy for CY21 Q2 / Toyota Industries (6201 JT)

Weekly Comment Summary
Julie Boote reviews the factors affecting the global auto industry – Covid-19, chip shortages, supply chain issues, rising input costs – to conclude that it’s not all bad.

Reports / Flash Notes Summaries
1. Japan Market Strategy for CY21 Q2
2. Toyota Industries (6201 JT)
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Gaming Moves and News that Caught Our Eye
Technology: Industrial Electronics and Electronic Components / SPE
2. NEC’s (6701 JT) Face Express to be Trialled in April, Launched in July
3. Hitachi (6501 JT) to Acquire GlobalLogic for ¥1tril
4. Strong Moves in SPE-Related Plays
Chemicals / Materials
5. Greenhouse Gases are a Hot Topic
6. Implications of an Emission Trading Scheme
7. Expectations for President Biden’s Infrastructure Plan
8. Biodegradable Plastics: Kaneka and Danimer
Autos
9. Feb Global Auto Production Shows a Distorted Picture
10. China Jan~Feb Auto Sales Surge on Base Effect
11. Toyota (7203 JT) Gets a Broker Upgrade; Presents Lexus LF-Z EV Concept
Auto Parts / Machinery
12. China Machine Tool Orders – Readacross to Japan’s Machinery Plays
13. Fanuc (6954 JT) Top Automation Riser on Upgrade
14. Excavator Plays Rise on Biden’s Infrastructure Package
Internet / eCommerce
15. Demae-Can’s (2484 JT) Profitability Tanks
Enterprise Software
16. TIS Inc (3626 JT) and NTT Data (9613 JT) Shares Buck the Enterprise Software Correction Trend
17. Other Moves and News That Caught Our Eye
Pharma
18. Fujifilm (4901 JT) to Ramp Up Covid Antigen Testing Kit Production
19. Astellas (4503 JT) Gets Extension Approval in US for Myrbetriq
Miscellaneous
20. Moves and News That Caught Our Eye
Macro
21. Releases Out This Week

PSA Company Visits, Tours and Interviews
• Contacted: Tosoh (4042 JT)

01/04/2021 20 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

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PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki Terada Tags: Toyota Motor (7203 JT), Toyota Industries (6201 JT), Namura Shipbuilding (7014 JT), Mitsui E&S (7003 JT), Anritsu (6754 JT), Advantest (6857 JT), Disco (6146 JT), Tokyo Seimitsu (7729 JT), ARE Holdings (5857 JT), Shin-Etsu Chemical (4063 JT), Sakura Internet (3778 JT), Daiwa Securities (8601 JT), Japan Exchange (8697 JT), Sumitomo Heavy (6302 JT), Nitto Denko (6988 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Socionext (6526 JT), ZTE (763 HK), TDK (6762 JT), ...

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The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

Weekly Comment Summary Two weeks ago, we wrote here about how US trade policy was generating a very “top down” market. Since then, uncertainty has replaced fear, and this has led to a very “bottom up" market, with the winners those delivering good / better-than-expected news, explains Pelham Smithers. PSA Company Visits, Tours and Interviews Visited: TKP (3479 JT), JINS Holdings (3046 JT), Treasure Factory (3093 JT), Koshidaka Holdings (2157 JT) 1-1 Call with: Insource (6200 JT) Presentations at: Shin-Etsu Chemical (4063 JT), Nitto Denko (6988 JT), Fujifilm Holdings (4901 JT), Zeon Corp...

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The PSA Japan Weekly Pre-Easter Research Round-Up for the week to April 1, 2021 / Reports out this week on Japan Market Strategy for CY21 Q2 / Toyota Industries (6201 JT)

PSA Today 30 Apr: Good earnings, trade hopes / Macro / Video games / Auto tariffs / Analyst comments: SQE, Sony CMOS, Koei Tecmo, Murata, Melco, Nabtesco, Sumi Chem, TIS, NTT Data, MACP, MARI – Nikkei 225 +0.57% | ¥$142.54

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

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