- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week Ending 16 July 2021
The Weekly Comment SummaryThis week the EU Commission presented its new climate plan, ‘Fit for 55’, which outlines policies for reducing 2030 net greenhouse gas emissions by 55% compared to 1990 levels. Julie Boote discusses what this means for auto assemblers in general and Japan’s assemblers in particular.
PSA Company Visits, Tours and Interviews
• Call with: Nidec (6594 JT)
Reports / Flash Notes Summaries
1. Shift Inc (3697 JT) – From “Stocking Filler” to Coveted Place under the Christmas Tree?
2. Ferrotec Holdings Corp (6890 JT) FY21 Q1 Focus
3. Nidec’s (6594 JT) EV-Related Business Gains Traction
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. The Mixed Success of Sony’s (6758 JT) ‘State of Play’ Release
2. Emmy Nominations Underscore Newfound Breadth at Sony TV
3. Square Enix (9684 JT) – Temporarily Halts Digital Sales of Final Fantasy XIV
4. Why is the Switch OLED Priced at $349?
5. Netflix (NFLX US) to Offer Video Games on it Streaming Service
6. Will UK MPs Drive Change to Streaming Revenues, Splits?
Technology: Industrial Electronics / Components / Semis / SPE / Precision
7. Murata’s (6981 JT) Solid-State Battery Selling to Industrial Machinery Industry
8. Nikon’s (7731 JT) Special Edition Z fc Mirrorless Camera Disappoints
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. TSMC’s (2330 TT) Analyst Call Delivers Mixed Messages for Japan
Autos
11. Chip Shortage Continues to Hurt the Auto Industry
12. Return of Auto Shows, but Differently
Auto Parts / Machinery
13. Positive Reaction to Yaskawa (6506 JT) Results Moves Fanuc (6954 JT) Higher
14. Diamond Electric (6699 JT) Settling Near Fair Value
15. Other Machinery-Related Moves and News That Caught Our Eye
Internet / eCommerce
16. PayPay vs pring
17. Z Holdings (4689 JT) Group Payments Sites to Offer BNPL
Enterprise Software
18. Green Light for Money Forward (3994 JT) / Cybozu (4776 JT) to Join TSE Premium Market
19. Sansan (4443 JT) Expects Further Heavy Investments in FY21
20. Money Forward’s (3994 JT) FY21 Q2 Sales Ahead of Market Estimates
Pharma 19
21. Bitter Pill for Eisai (4523 JT)
Miscellaneous
22. Other Moves & News That Caught Our Eye
Market / Strategy / Macro
23. Evidence of Japan’s Economy Slowing
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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