- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
The PSA Japan Weekly Research Round-Up for the week ending March 5
Weekly Comment SummaryIs the Carry Trade on the way back? Pelham Smithers investigates.
Reports / Flash Notes Summaries
1. Ricoh (7752 JT) Resets
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Mobile Game Net Sales Surge in CY21 1Q
2. Sony (6758 JT) Ends On-Demand Video Purchasing via PlayStation Store
3. Nintendo (7974 JT) Switch Pro to be 4K, Have Larger OLED Screen – Bloomberg
4. Is Apple Set to Cut iPhone Production More than Originally Expected?
Technology: Industrial Electronics and Electronic Components
5. Among Electricals, Spring Wage Negotiations Take on a Covid Spin
6. Taiyo Industrial (6663 JT) Adds New Modified Polyimide to its Product Line-up
Technology: Semiconductor Production Equipment & Precision
7. Ricoh (7752 JT) Resets
8. Market Dubious on Broadcom (AVGO US) CEO’s Bullish Outlook
Chemicals / Materials
9. Asahi Kasei, Daikin Unite in Disinfection Technology
10. Showa Denko (4004 JT) Selling Shares of Shoko (8090 JT) 0
Autos
11. Toyota (7203 JT) Sells Fuel Cell Modules to Other Operators
12. US Auto Sales Fall in February
Auto Parts / Machinery
13. Toyota Industries (6201 JT): RAV4 Engine Fire Issue for Old Model / SS Batteries
14. Diamond Electric’s (6699 JT) Rights Issues
Telecom
15. Wireless Price Wars Continue
Internet / eCommerce
16. ZHD (4689 JT) / Line Merger Completed
17. Mercari (4385 JT) Ties Up with Alibaba (9988 HK)
18. BASE Inc (4477 JT) Adds More Functions to its eCommerce Platform
Enterprise Software
19. Money Forward (3994 JT) Fund Invests in a Remote Customer Service Start-Up
20. NTT Data (9613 JT) Getting Noticed
21. Zengin System Likely to Cut Bank Transfer Fees in Half, Says Report
22. Corporate Software Spend Rebounds in Q4 CY20
Pharma
23. Moves & News That Caught Our Eye
Miscellaneous
24. The Last Time Bank of Japan was a “Meme Stock”
25. Micro- Small-Cap Moves and News That Caught Our Eye
Macro
26. Big Week for Data
PSA Company Visits, Tours and Interviews
• Visited: Asahi Kasei (3407 JT), Tokyo Ohka Kogyo (4186 JT), Diamond Electric (6699 JT), Toyota Ind (6201 JT), Yaskawa (6506 JT)
• Conference Calls: Mitsubishi Chemical Holdings (4188 JT), its subsidiary Mitsubishi Tanabe Pharma
• Investor Day: Cybozu (4776 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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