- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week Ending 17 September 2021
The Weekly Comment SummaryForeigners are buying the Japanese market, but are using futures more than cash. Ideally, this would be the other way around, says Pelham Smithers.
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Showa Denko (4004 JT), Toyota Industries (6201 JT), SMC (6273 JT)
• Conference Calls with: JSR (4185 JT)
• Interview with: Tokyo Ohka Kogyo (4186 JT)
Reports / Flash Notes Summaries
1. Market Strategy – Is It Time for More Foreign Investors to Positively Reappraise the Japanese Market?
2. The Automotive Operating System – the Big Issue
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Apple (AAPL US) Reveals 2021 iPhones
2. Nintendo (7974 JT) Cuts Price of the Switch in Europe
3. Weekly Switch Sales Recover the 300K Mark
4. Other Consumer Electronics / Gaming-Related News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Nidec (6594 JT) Outlines ¥100bil Machine Tool Plan
6. Nidec’s Nagamori is Back
7. NEC Mobile PoS Function Upgrades Hit 200 Mark
8. Japan August SPE Billings +30% YoY
9. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
10. Investors Appear Trusting of Asahi Kasei’s (3407 JT) Itamar Acquisition
11. JSR (4185 JT) to Add Leading-edge EUV Photoresist Maker Inpria
Autos
12. Toyota (7203 JT) and Honda (7267 JT) Object to a US EV Bill
13. Mitsubishi Motors (7211 JT) Stops Developing Platforms in Japan
14. Global Chip Shortage Hurting Motorcycle Sales
Auto Parts / Machinery
15. Bridgestone’s (5108 JT) EV Tires to Replace Low-Margin Tires/Competition
16. Automation stars: SMC, Yaskawa and Omron Hit New Listing Highs
Internet / eCommerce
17. Demae-can (2484 JT) to Raise ¥80bil Through Issuances of New Shares
18. GA Technologies’ (3491 JT) FY21 Q3 Results and FY Downward Revision / Shares Hit Hard
19. Other Tech-Related News & Moves That Caught Our Eye
Enterprise Software
20. Software-Related News & Moves That Caught Our Eye
Telecom
21. SoftBank Group (9984 JT) Announces Latam investment / Potential IPO of Paytm 17
Miscellaneous 17
22. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
23. Market Reactions to Acquisitions and Share Issues
24. Import / Export Data and Foreign Investor Flows
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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