- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending 4 June 2021
Weekly Comment SummaryWe are currently experiencing a shortage-led, cyclical market, comments Pelham Smithers
Reports / Flash Notes Summaries
1. Cyber Security Cloud (4493 JT) – A Quick Look
Company / Sector / Thematic Comments
Technology: Consumer Electronics / Gaming
1. Sony (6758 JT): Key New In-House Games Set to be Cross-Generational
2. Video Game Console Sales
3. Interest in Online Manga Plays
Technology: Industrial Electronics / Electronic Components / Semis / SPE
4. Nikkei Reports Murata (6981 JT), Taiyo Yuden (6976 JT) Seeing Strong Orders
5. Mitsubishi Electric (6503 JT) Announced Buyback and New Targets for FY25
6. Ferrotec (6890 JT) Sparks a Revival in SPE-Related Names
Chemicals / Materials
7. METI Confirms TSMC (2330 TT) Lab in Tsukuba
8. Basic Chemical Markets are Strong, For Now
9. Sumitomo Chemical (4005 JT): What Might it Do With its Listed Subsidiaries?
Autos
10. Toyota’s (7203 JT) Mirai Marks a New Record / Shares Hit an All-Time High
11. The Race in Japan Between FCVs & EVs
Auto Parts / Machinery 9
12. Denso (6902 JT) Hits New Listing High on Toyota (7203 JT) Strength & Growth
13. Diamond Electric (6699 JT) Boosted on EV Chargers
14. Other Auto / Auto Parts / EV-Related Moves That Caught Our Eye
15. Heavies Back in the Spotlight
Internet / eCommerce
16. Internet / eCommerce Moves & News That Caught Our Eye
Enterprise Software
17. Freee KK (4478 JT) Tie-Ups with Recruit (6098 JT) on Payment Tools
18. TIS Inc (3626 JT) Trades Close to All-Time Highs
19. TIS / IBM Japan: Modernising Corporate Japan’s Legacy Computer Systems
20. Cyber Security Cloud (4493 JT) to Launch WafCharm AWS Version in US
21. The Mighty M3 (2413 JT) Gets a Downgrade
Telecom
22. SoftBank Corp (9434 JT) Gets 5G “Hurry Up” Order
23. SoftBank Group (9984 KT): Will Katerra’s Bankruptcy be an Issue?
24. KDDI (9433 JT) Says Sayonara to its Machi Ulta Ring Tone Service
Pharma
25. Eisai (4523 JT) and the AD Bet
Miscellaneous
26. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
27. Corporate Software Spend +12% YoY in 1Q 2021
28. Japan Retail Sales Weaken in April
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Showa Denko (4004 JT), Ube Industries (4208 JT), Denso (6902 JT), Daifuku (6383 JT), Nabtesco (6268 JT), Diamond Electric (6699 JT)
• Conference Calls with: Sumitomo Chemical (4005 JT), Mitsui Chemicals (4183 JT), Teijin (3401 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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