- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Japan Weekly Research Round-Up for the Weeks Ending 8 October 2021
The Weekly Comment SummaryIt would be a mistake to think that the semiconductor cycle and the DX cycle are one and the same, explains Pelham Smithers.
PSA Company Visits, Tours and Interviews
• Presentations at: Cybozu (4776 JT), Asahi Kasei (3407 JT), Konica Minolta (4902 JT), Yaskawa (6506 JT)
PSA in the Press
Nihon Keizai Newspaper 1 October 2021: ゲームソフト、脱・専用機依存 PC・スマホで性能差縮む 東京ゲームショウ開幕 (The Tokyo Game Show opens, which reduces the performance difference between game software and PCs / smartphones that depend on dedicated machines)
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Reports / Flash Notes Summaries
1. Mercari Inc (4385 JT) – Earnings Expansion Despite Ongoing Investments
2. Sansan Inc (4443 JT) FY21 Q1 Preview
3. Shift Inc (3697 JT) FY21 Earnings Preview
4. Money Forward (3994 JT) FY21 Q3 Preview
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. Favourable News on Nintendo’s (7974 JT) OLED Switch
2. Capcom’s (9697 JT) Resident Evil 7 Sales Hit 10mil
Technology: Industrial Electronics / Components / Semis & SPE / Precision
3. Disco’s (6146 JT) FY21 Q2 Parent Sales +42% YoY, Coming Ahead of Guidance
4. Have Memory Prices Stopped Falling?
Chemicals / Materials
5. Sumitomo Chemical (4005 JT) Shares Firm on Biotechnology
6. Asahi Kasei (3407 JT) and Others Expanding in Healthcare
Autos
7. Honda (7267 JT) Enters Commercial Outer Space Business
8. Toyota (7203 JT) and Mazda (7261 JT) Start Production at New Alabama Plant
9. Mazda (7261 JT) Expands its Crossover Line-up with Five New Models
10. Auto / Auto-Related Moves & News That Caught Our Eye
Auto Parts / Machinery
11. Ball Bearings Firm, Partly on Q3 Auto Recovery Hopes
12. Yaskawa (6506 JT) FY21 Q2 Preview: Are Analysts Too Bullish? / The Results and Outlook
Internet / eCommerce
13. Mercari (4385 JT): MAU Exceeds 20mil / Mercari Shops’ Full Rollout
Enterprise Software
14. Shift Inc (3697 JT): FY21 Q4 Preview
15. Enechange (4169 JT) Tumbles on Client Restructuring
16. Money Forward (3994 JT) FY21 Q3 Preview: On Track to Meet FY Guidance
17. Money Forward Invests in Vietnamese SaaS Start-up, Eyeing SE Asia Expansion
18. Sansan (4443 JT) FY21 Q1 Sales Match Market Estimates / Plans 3:1 Stock Split
Pharma
19. Takeda (4502 JT) Loses TAK-994
20. Shionogi (4507 JT) Talks Up Covid Drug
Miscellaneous
21. Other Moves & News That Caught Our Eye
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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