- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week Ending 17 December 2021
The Weekly Comment SummaryIs NTT emerging as the winner of Japan’s telecom revolution? Pelham Smithers investigates.
PSA Company Visits, Tours, and Interviews
• Visited: JSR (4185 JT), Wacom (6727 JT), Denso (6902 JT), Daikin (6367 JT), Torex Semiconductor (6616 JT)
• Conference Calls with: Email Q&A with NTT Data (9613 JT)
• Presentations at: Ohara Inc (5218 JT), Sumitomo Chemical (4005 JT)
Reports / Flash Notes Summaries
1. Japan’s BEV Market – Toyota Finally Drives Home a Strong Response
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Sony (6758 JT) & Qualcomm (QCOM US) Tie Up on Image Sensors
2. ArtSpark (3663 JT) Ties Up with Naver’s (035420 KS) Webtoon Entertainment
3. Square Enix (9684 JT) Unveils Forspoken, Due in May 2022 / FF14 Sales Suspended as “It is Doing Too Well”
4. CyberAgent (4751 JT): Uma Musume Pretty Derby Continues to Do Well
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Ulvac’s (6728 JT) 2021 IR Seminar Focuses on China Opportunity
6. Mitsui Hi-Tec (6966 JT) 3Q FY21 OP Surges 210% YoY
7. Torex Semiconductor (6616 JT) and Japanese Earnings Expectations
8. Other Tech News & Moves That Caught Our Eye
Chemicals / Materials
9. Ohara (5218 JT) Shares Surge on LiB Conjecture, Then Gives Back All Gains
Autos
10. Toyota (7203 JT) Increases Its Focus on BEVs
11. Related-Plays on Japan’s Auto Industry Going Electric
12. November European Auto Sales Continue to Fall on Chip Shortage
Auto Parts / Machinery
13. Denso (6902 JT) Posts Consecutive Listing Highs as Buybacks Draw to a Close
Internet / eCommerce
14. Enigmo (3665 JT) Revises FY21 Guidance Downward
15. GA Technologies’ (3491 JT) FY21 Results Came Above Guidance
16. Mercari (4385 JT) to Sell NFT Videos
17. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software
18. Flect (4144 JT) Surges Again on Second Day of Trading
19. True Data (4416 JT) IPO: A Quick Take
20. True Data’s (4416 JT) IPO Disappoints; ExaWizard's (4259 JT) Forthcoming IPO Considered
Pharma
21. Pharma News & Moves That Caught Our Eye
Miscellaneous
22. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
23. Tankan Reinforces Muddle Through Scenario
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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