- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 11 June 2021
The Weekly Comment SummaryPelham Smithers comments on Hitachi's IR Day, which he was pleased to discover was more worthwhile than expected.
Reports / Flash Notes Summaries
1. Shinko Electric (6967 JT) – Upside Potential
2. Toyota’s Electrification Strategy – Getting the Message Across
Company / Sector / Thematic Comments
Technology: Consumer & Industrial Electronics / Electronic Components / Semis & SPE
1. Japan Goes National with Its Semiconductor Project
2. Tokyo Electron’s (8035 JT) Research Deal with ASML Set to Secure NA EUV Era Market
3. Growing ARM-Based CPU Adoption Seen as a Positive for Shinko, Ibiden
4. Other Tech News & Moves That Caught Our Eye
Chemicals / Materials
5. Showa Denko (4004 JT): To Divest PWBs / Working with Seagate on HAMR Tech-Based Media
6. Is the Market Too Pessimistic About TDK (6762 JT)?
7. Nissha’s (7815 JT) Medical Business Looks Promising
Auto Parts / Machinery
8. Daikin (6699 JT): Further M&A to Weigh on Medium-Term OPM
9. Diamond Elec (6699 JT) FY20 Results Call Neutral but We Remain Positive
10. Komatsu (6301 JT) / HCM (6305 JT): China Competition Tough; Read Across to Nabtesco (6268 JT)
11. May Machine Tool Orders +140% YoY Should Benefit Fanuc (6954 JT)
Internet / eCommerce / Fintech
12. Internet / eCommerce Moves & News That Caught Our Eye
Enterprise Software
13. Japan MedTech Stocks Rally on Hopes for Clearer Regulation
14. KKR to Raise Investments in Japanese Cloud Software Start-Ups: Report
15. Money Forward (3994 JT) to Move to TSE1
16. PKSHA (3993 JT) Teams up with: Microsoft’s Teams
Pharma
17. Eisai (4523 JT) / Biogen (BIIB US): Aducanumab Decision / Aduhelm Prospects
18. Vaccination Program Plays Moving
Miscellaneous
19. MonotaRO’s (3064 JT) May Sales +19%
20. Other Moves & News That Caught Our Eye
PSA Company Visits, Tours and Interviews
• Visited: TDK (6762 JT), Kaneka (4118 JT), Mitsui Chemicals (4183 JT), Toyota Ind (6201 JT), Diamond Electric (6699 JT), Daikin (6367 JT)
• Conference Calls with: Email Q&A with Medley Inc, Olympus (7733 JT), Diamond Electric (6699 JT)
• Presentations at: Fujifilm Holdings (4901 JT), Mitsui Chemicals (4183 JT), Nissha (7915 JT), Ohara Inc (5218 JT), Daikin (6367 JT)
PSA in the Press
Financial Times: Pelham Smithers recalls lessons from the past with regard to earnings, the yen and the economy. /content/15aa2c93-f226-467f-95b2-645058ec5017?accessToken=zwAAAXnxoh1gkc8VqiyT8iZGf9OVsmRQWOxQFw.MEUCIDZbef4hwE9DSP-CngKRo7qO6iFHXvtf0_LSmACjToGNAiEAkaVVbDkshflkOd3fBj3jHiNne62Vg-O8tjwv2HI99gA&sharetype=gift?token=1463dac2-f445-4250-8568-01f83e1ad9d5
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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