- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Two Weeks Ending 1 October 2021
Weekly Comment SummaryPelham Smithers considers various consumer confidence indicators and asks whether Japan might decouple from the USA and UK, as a safe haven market.
PSA Company Visits, Tours and Interviews
• Conference Calls with: GA Technologies (3491 JT), email Q&A with Shift Inc (3697 JT)
• Interviews with: Toyota Industries (6201 JT), NOK (7240 JT), Daifuku (6383 JT)
Reports / Flash Notes Summaries
1. Giftee (4449 JT) – Initiation Report
2. Toyota Industries (6201 JT) – New Earnings Plateau
3. 4Q 2021 Market Strategy Report
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Readthrough for Sony from UMG IPO
2. Sony Bags Zee
3. iPhone 13 Production Concerns Increase
4. Sony Acquires Bluepoint Games
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Nidec sold off on China Concerns
6. Micron and ASML Show Two Sides of the Same Semiconductor Coin
Chemicals / Materials
7. An Inauspicious Month for Shin-Etsu’s PVC
8. Fujifilm May Expand its Office Machine Markets
9. Mitsubishi Chemical to Bring its Vaccine to Japan
10. Sumitomo Companies Get a Boost from Otsuka
11. Kaneka, Asahi Kasei, Mitsui Chemicals Give Updates
Autos
12. Toyota’s Key 2021 Launch: New Tundra Full-size Pick-up
13. Honda Partners with Google for Operating System
14. Japan Auto Industry Creates ‘Model-based’ Auto Design Organisation
15. Toyota’s Renovo Acquisition Set to Accelerate OS Development
Auto Parts / Machinery
16. Yaskawa Hit on China Worries
17. Denso and Toyota Ind See Less Fallout from Honda Production Cut
Internet / eCommerce
18. Top 5 Food Delivery Services by MAU
19. BASE Inc Collaborates with TikTok
20. GMO Financial Gate Reaches a New Record High
21. Rakuten Prepares for Rakuten Bank’s IPO
Enterprise Software 13
22. Japan’s Regional Banks to Jointly Invest in New IT System
23. Money Forward Temporarily Overtakes Freee in Market Cap
24. Cybozu Posts Fastest Monthly Sales in August Since Jan 2020
25. Sansan FY21 Q1 Preview: Brighter Months Ahead?
Pharma
26. Japan Pharma: Time for a Revisit?
27. Readthrough for Eisai from Apple Dementia News
28. Eisai / Biogen: Attention Moves to Lecanemab
Miscellaneous
29. Winners and Losers from China’s Power Crisis
Politics
30. LDP Leadership Update
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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