- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending February 26, 2021
Weekly Comment SummaryChairman Osamu Suzuki, who masterminded Suzuki Motors’ momentous decision to enter the India motor market, is finally retiring at the age of 91.
Julie Boote takes this opportunity to assess Suzuki’s ambitions regarding EV and other challenges and considers them in the context of rivals Mazda and Subaru.
Reports / Flash Notes Summaries
1. Subaru (7270 JT) Recovery: Delayed, not Rescinded
2. Daikin (6367 JT) – OPM Acceleration Intact. Commodities Spike – Weak H1 FY21 Fears
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Japan Mobile Game Sales +50% YTD
2. Sony (6758 JT) Warns on PS5 Chip Production, Announces PSVR2
3. Square Enix’s (9684 JT) New Mobile Game NieR Re(in)carnation Slips in Charts
Technology: Industrial Electronics and Electronic Components
4. A Double Upward Revision for Megachips (6875 JT)
5. Hitachi (6501 JT): Auto Division / China Grid Order / Lumada, ABB Integration
6. Hitachi’s (6501 JT) “Environmental Day”; It Presents itself as a Quantum Computing Play
7. Lucid Motors and Murata’s (6981 JT) Battery Pack
Technology: Semiconductor Production Equipment & Precision
8. AMAT Gives TEL (8035 JT) a Boost
Pharma Materials
9. Fujifilm’s CDMO Business Still Looking Good
Autos
10. Nissan (7201 JT) Unveils the New Qashqai Iteration
11. January Auto Production Hurt by Chip Shortage
Auto Parts / Machinery
12. Toyota Industries (6201 JT) Share Price Rebound on RAV4 Production
13. Daikin (6367 JT) Hit by Soaring Copper Prices
14. Diamond Electric (6699 JT) Continues to Shine
Internet / eCommerce
15. BASE Inc (4477 JT) Gets a Downgrade
Enterprise Software
16. TIS Inc (3626 JT) Makes Another Thai Investment
17. Cybozu’s (4776 JT) Mixed Start to FY21
Miscellaneous 13
18. Micro- / Small-Cap Stock Moves and News That caught Our Eye
Market / Strategy / Macro 14
19. Five Stocks for Bargain Hunters to Consider
20. Nikkei Slumps as JGB Yields Hit 5-yr High
21 Flight from Quality
PSA Company Visits, Tours and Interviews
• Visited: Fujifilm Holdings (4901 JT), Showa Denko (4004 JT), Ube Industries (4208 JT), Kuraray (3405 JT); Yaskawa Electric (6506 JT), Daikin (6367 JT), Nabtesco (6268 JT), Diamond Electric (6699 JT), Toyota Industries (6201 JT), Enechange (4169 JT)
• Results call with: Okura Industrial (4221 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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