- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 4 March 2022
Weekly Comment SummaryThe Ukraine War had broken the striking parallels between Wall Street in 2022 and Japan in 1990, but the attack on the Zaporizhzhya nuclear power plant may end the belief that events are in any way good news for equities. Pelham Smithers discusses.
PSA Company Visits, Tours and Interviews
• Visited: Dexerials (4980 JT), Taoka Chemical (4113 JT)
• Conference Calls with: Email Q&A with Nomura Research Institute (4307)
• Presentations at: Money Forward (3994 JT), Cybozu (4776 JT), Sumitomo Chemical (4005 JT), Adeka (4401 JT)
Reports / Flash Notes Summaries
1. Impact of the Russian / Ukraine War on Autos
2. Corporate Japan and its IT and CyberSecurity Problem
3. BASE Inc (4477 JT) Update
4. SRE Holdings (2980 JT) Update
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Bandai Namco (7832 JT): Concurrent Players on Steam Hits Record Level
2. Nexon’s (3659 JT) Jung-ju Kim Dies
3. Guardians of the Galaxy Coming to Xbox Game Pass
4. Sony (6758 JT) and Honda (7267 JT) in EV Tie-up: Part 1: Implications for Sony
5. Sony and Honda in EV Tie-up: Part 2: Implications for Honda
6. Other Consumer Electronic / Video Game News & Moves Catching Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
7. Rohm (6963 JT) Revises Up
8. Other Tech / Fintech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Kaneka (4118 JT) Hikes Solar Cell Prices by Over 20%
10. Asahi Kasei (3407 JT), Nippon Kayaku (4272 JT) Sold After Explosion
Autos
11. Isuzu (7202 JT) and Hino (7205 JT) Announce Electric Bus Production Plan
12. Hino (7205 JT) Under Investigation for Falsified Data
13. Ford (F US) to Run EV Unit as Separate Operation
Auto Parts / Machinery
14. Daikin (6367 JT): Material Cost Impact Could Exceed US$1.1bil in FY21
15. Daifuku (6383 JT) Sags Despite Broker Upgrade
Internet / eCommerce
16. Rakuten (4755 JT), Viber and Ukraine
17. Giftee (4449 JT) Approaches the ¥1,000 Level
18. Demae-can (2484 JT) Down as Uber Eats Expands Dark Stores Network
Enterprise Software
19. Cybozu (4776 JT) Investor Day: Poor on Numbers, Rich in Colour
20. Money Forward (3994 JT) Raises FY22 Q1 Forecasts
21. Does Share Sale at SRE (2980 JT) Provide New Entry Point?
Pharma
22. Eisai (4523 JT) to Submit Application Data for
Miscellaneous
23. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
24. Share Buybacks, Retirements in the News
25. Japan Industrial Production -1.3% MoM
26. Corporate Japan Cuts Software Spending for Second Quarter
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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