- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Week to 8 April 2022
The Weekly Comment SummaryIt is quite likely that someone in Japan now, half-way through their working career, has little income and little in the way of savings, along with ever-decreasing prospects that this will change. Would/could inflation help in these circumstances, asks Pelham Smithers.
PSA Company Visits, Tours, and Interviews
Conference Calls: Yaskawa Electric (6506 JT)
Presentation at: Mitsui Chemicals (4183 JT)
PSA Weekly Contents at a Glance
Reports / Flash Notes Summaries
1. Wacom (6727 JT) Q3 FY21 Review and Outlook – Growth Even with Post-Covid Uncertainty
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Might Microsoft (MSFT US) Add Activision (ATVI US) Games to Game Pass?
2. Can Panasonic (6752 JT) Resolve Its Main Problem of Lack of Scale?
3. Sony (6758 JT) Looks to be a Loser from the Honda / GM EV Tie-up
4. Samsung (005930 KS) Reports 1Q 2022 OP +50% YoY
5. China Lockdown Threatens Already Weak Smartphone Market
6. Slide in Twitch Viewing Hints at Peak eSports, Game Streaming
7. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
8. February Camera Shipments Weak
9. Semiconductor Order Lead Time Continues to Rise Despite Production Ramp Up
10. Japan Display (6740 JT) Shares Jump Again
11. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
12. Tokyo Ohka (4186 JT) Analyst Meeting On Then Off
Autos
13. Global Auto Sales Under Pressure
14. Honda (7267 JT) and GM (GM US) to Extend Their EV Collaboration
15. Toyota (7203 JT) Faces a Large Compensation Claim in Australia
16. Nissan (7201 JT): Sees SSBs as a Game Changer, Replacing LiBs
Auto Parts / Machinery
17. Denso (6902 JT) Sags on Expansion of Honda / GM EV Tie-Up
18. Yaskawa (6506 JT) FY22 OP Guidance +36% YoY to Record ¥72bil
19. Japanese Machinery Stocks at Risk if Russia Becomes an ESG Issue
Internet / eCommerce
20. GMO Financial Gate (4051 JT) Surges as Travel Advisories are Eased
21. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software
22. NTT Data (9613 JT) Continues to Invest in Overseas Expansion
23. Shift (3697 JT) Raises FY22 Forecasts, Beats Estimates in Q2
Telecom
24. SoftBank Group (9984 JT) to Limit Losses in Public Entity Investments
Pharma
25. Pharma News & Moves That Caught Our Eye
Miscellaneous
26. Retailers Reporting Results / Monthly Sales
27. Other News & Moves That Caught Our Eye
Market / Strategy / Macro
28. March Money Supply +7.9% YoY
29. 30-yr US Treasury Yields at the Highest Since mid-2019 / Yen Ticks Up Again / JGBs Weaken
30. China Caixin Services March PMI 42.0
31. TSE Free-float Changes Announced
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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