- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 22 January, 2021
Weekly Comment SummaryThe way BASE Inc's business model is altered by its involvement with Raccoon and Hamee should also inform the way BASE Inc is valued, explains Pelham Smithers.
Reports / Flash Notes Summaries
1. GA Technologies (3491 JT) – Growth at an Attractive Price
2. Yaskawa Electric (6506 JT) 2020 Q3 Results: Q4 China Upswing / Global Order Recovery in December
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Might a PS6 be Unaffordable?
2. Capcom (9697 JT) Revises Up (Again!) / RE8 Reveal
3. Panasonic (6752 JT) Develops Covid Vaccine Storage Containers
Technology: Industrial Electronics and Electronic Components
4. Nidec’s (6594 JT) President / COO Discusses Business in China; and He Expects OEM Makers to Exit the EV Motor Business
Technology: Semiconductor Production Equipment & Precision
5. Positive Readthrough for Nikon from ASML Numbers
Chemicals / Materials
6. Mitsubishi Chem’s (4188 JT) Covid Stories
7. Chemical Shares Perk Up Going into Earnings
Autos
8. Strong End of Year Sales for Toyota (7203 JT): Toyota Not in The Same League as GM, Hyundai?
9. Renault’s (RNO FP) New Business Plan:
10. Improved Outlook for Auto Electrification in Japan
Telecom
11. IIJ (3774 JT) to Potentially Post Record Earnings
Internet / eCommerce
12. Smartphone Payments Continue to Rise
13. Fast Retailing’s (9983 JT) Uniqlo to Add Own Payment Feature to App
14. CyberAgent Subsidiary Makuake (4479 JT) Ties Up with a Crowdfunding Platform
15. Z Holdings (3489 JT) Lowers FY Dividend
Enterprise Software
16. NTT Data (9613 JT) Acquires US SAP Supply Chain Software Consultancy
17. ERP-Related Moves that Caught Our Eye
18. Raccoon (3031 JT) in Another “Uriho” Accounts Receivable Deal
Miscellaneous
19. Other Moves that Caught Our Eye
Macro
20. US / China / Japan Data Releases
PSA Company Visits, Tours and Interviews
• Visited: Tokyo Ohka Kogyo (4186 JT)
• Telephone Interview: Yaskawa Electric (6506 JT), Daifuku (6383 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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