- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 19 August 2022
The Weekly Comment SummaryPelham Smithers explains why he thinks the Jan / Feb results season may provide the conditions to turn Japan into a buy for the global investor.
PSA Company Visits, Tours and Interviews
Visited: Daikin (6367 JT), Daifuku (6383 JT)
Conference Calls with: NTT Data (9613 JT)
PSA in the Press
Pelham Smithers was interviewed by China's National Business Daily over SoftBank's losses. The article is available in Chinese at /3Pni7wy
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. US EV Tax Bill Unnerves Automakers
2. Semiconductors: Where in the cycle are we? Well, it’s complicated…
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. More Bad News for Memory: iPhone 14 Pro Likely to Have Just 128GB Storage
2. Might Sony (6758 JT) Launch its Own PC Game Platform?
3. Ghost of Tsushima Movie to be in Japanese, with an all-Japanese Cast?
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Where Are We in the Semiconductor Cycle? Well, It’s Complicated…
6. Q2 2022 DRAM Industry Revenues Rise YoY and QoQ
7. Torex Semiconductor (6616 JT): Where Next ?
8. Other Tech-Related News & Moves That Caught Our Eye
Autos
9. July China Auto Sales Surge – Japan’s Automakers Underperform
10. Hino (7205 JT) Hit Again as US Suits Emerge
Auto Parts / Machinery
11. Ferrotec (6890 JT) Up 10% on Strong Q1 But Possible Flattening in H2 FY22
12. Daikin (6367 JT) Edging Up Solidly
13. Daifuku (6383 JT) May See Lower Taiwan & S. Korea Sales in FY23
Internet / eCommerce
14. Net Protections (7383 JT) Sold Off Post Results
15. Giftee (4449 JT) Reaches a New High Post Earnings
16. Amazon to Become Istyle’s (3660 JT) Largest Shareholder
17. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
18. Freee’s (4478 JT) FY22 Results Won’t Endear it to Short-Term Investors
19. Enechange (4169 JT): FY22 Q2 Sales Beat but No Change to FY Forecast
20. TIS Inc’s (3626 JT) Market Cap Tops ¥1tril
21. Other ERP Software / IT Services News & Moves That Caught Our Eye
Telecom
22. Telecom News & Moves That Caught Our Eye
Pharma
23. Pharma News & Moves That Caught Our Eye
Miscellaneous
24. China Export Container Rates Down for the Fifth Week in a Row
25. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
26. Japan Q2 GDP +0.5% QoQ
27. China July Economic Data Disappoints
28. Japan’s Trade Balance Exceeds ¥2tril (US$16bil) for the First Time Ever
29. The Weak Side of the Weak Yen
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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