The PSA Must Read Weekly Research Round-Up: Reports published on IHI, Shin-Etsu Chem, Toyota, Asatsu-DK and Sept US Auto Sales (week to Oct 6th)
Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers (available upon request):
What to expect from the September quarter results season
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request):
1. IHI (7013): Reducing Risk – ¥14bn Buffer Revisited
2. Shin-Etsu Chemical (4063): Earnings Growth Increasingly Driven by Electronics
3. Toyota (7203): Concerns over US and Expenses, but Positive Long-term Outlook
4. September US Auto Sales: Performance Lifted by Replacement Demand, Fleet Sales, Discounts
5. Asatsu-DK (9747): Are the Chances of a Counter Bid by WPP Being Underplayed?
ï¶ Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Macro / Politics:
1. Increased Risk of Goldilocks Overshoot
2. Tankan Hits a Post-Lehman High
3. Koike Set to Field 192 Candidates in Lower House Election
Technology: Consumer and Industrial Electronics / Electronic Components
4. Panasonic (6752): Benefiting from Tesla Success in China / Tesla Selects SDI
5. Square Enix (9684): New 3x3 MOBA Game Released
6. Colopl (3668): New Game Disappoints
7. Nintendo (7974): Switch Production Run Rate Now at 2mil Units/Month
8. Sony (6758): New Handset Gets Good Reviews / John Kodera Now Heads Sony SIE
9. Murata (6981): Unveils Battery Strategy
Chemicals / Electronic Materials
10. Japan Display (6740) and JOLED: Is the Tail Wagging the Dog?
11. Advancing Healthcare Strategies: Hitachi Chemical (4217) and Nippon Shokubai (4114)
12. Mitsubishi Chemical Holdings (4188): Forced to Close a Polypropylene Line
13. CEATEC Electronics Show at Makuhari Messe: Tech Convention Highlights and Photos
Autos
14. Nissan (7201): Fails Car Safety Inspection Test / Vehicle Inspection Failure Draws Wider Circles
15. Tesla’s Self-Drive Claims are Roundly Rubbished by GM
16. Subaru (7270): Under Pressure in FY17 in the US
17. Positive Forex Impact Expected in FY17 Q2 for Autos
Auto Parts / Machinery
18. Performance of Automation and Auto Parts:
Internet
19. A New Initiative by Amazon Japan Could be a Concern for Start Today (3092)
20. GREE (3632): Revises FY18 Q1 Guidance Upward
21. Kakaku.com (2371: Share Buyback and New Initiatives
Pharma
22. Shionogi (4507: Excited about Flu Treatment Cefiderocol
Advertising
23. Bain Bids Asatsu DK (9747): Deal Diary
Telecom
24. SoftBank (9984): Nears Deal for Uber Stake
PSA Company Visits, Tours and Interviews:
• Call with Mitsubishi Chemical Holdings (4188)
• Visited Gumi (3903)
• Attended the CEATEC Exhibition in Tokyo; the Solar & Storage Live Exhibition in Birmingham, UK and the information meetings for Showa Denko (4004), Shimamura (8227), Ryohin Keikaku (7453) and Nomura Co (9716)
List of PSA Published Reports as of August 2017
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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