- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 18 June 2021
The Weekly Comment SummaryGiven the uncertainty over the macro components, it could well be that the upcoming earnings season takes on a greater role than normal, explains Pelham Smithers.
Reports / Flash Notes Summaries
1. A Quick Look at DTS Corp (9682 JT)
2. Why SOX Doesn’t Seem to Want to Lie Down
3. Diamond Electric (6699 JT): Less Electrifying
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Square Enix Reveals New Marvel Game Due Out in October
2. CyberAgent Launches a New Game
3. Is It Post Peak Cycle for Video Game Stocks?
4. Sony (6758 JT) Acquires UK Audio Content Producer
Technology: Industrial Electronics / Electronic Components / Semis & SPE
5. Quantum Computing Attracting Investor Interest
6. NEC / Samsung Team Wins First UK 5G OpenRAN Contract
7. Why Sox Won’t Lie Down
8. Other Tech Moves & News That Caught Our Eye
Chemicals / Electronic Materials
9. Who’s Who in TSMC’s (2330 TT) Tsukuba Research Project
Autos
10. Toyota (7203 JT) Breaches the ¥10,000 Mark
11. Mazda (7261 JT) Shares Cross ¥1,000 Mark
12. Mazda Updates Electrification Plan: ‘Sustainable Zoom-Zoom 2030’
13. Idea of Fuel Cell Cars Gains Acceptance
Auto Parts / Machinery
14. Fanuc Shares Nudge Up to Highest Level Since Apr 13
Internet / eCommerce
15. GA Technologies’ (3491 JT) FY21 Q2 Results
16. ZHD’s (4689 JT) New Smartphone Service
Enterprise Software
17. Profit-Taking Begins for Money Forward (3994 JT)
18. Enechange (4169 JT) to Expand Demand Response Platform Business
19. NRI (4307 JT) Compensation Plan to Issue Transfer-Restricted Stock to Execs
Pharma
20. Astellas (4503 JT) in ASP-0892-Related Writedown
21. Eisai (4523 JT) / Bristol Myers (BMY US) Licensing Deal for MORAb-202
22. Novavax’s (NVAX US) Vaccine Data is Good News for Fujifilm (4901 JT)
23. Other Pharma Moves & News That Caught Our Eye
Miscellaneous
24. Other Moves & News That Caught Our Eye
PSA Company Visits, Tours and Interviews
• Visited: Diamond Electric (6699 JT), Daikin (6367 JT), Nabtesco (6268 JT), SMC (6273 JT), Toyota Ind (6201 JT)
• Conference Calls with: GMO Financial Gate (4051 JT) MedPeer (6095 JT); email Q&A Medley Inc (4480 JT)
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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