- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Must Read Weekly Research Round-Up: Reports published this week on Nissha (7915 JP); NOK (7240 JP); Sony (6758 JP) and US March Auto Sales / Pelham Smithers comments on prospects for GDP growth in Japan - (week to April 6)
The PSA Japan Research Round-Up for the week ending 06 April, 2018The Weekly Comment by Pelham Smithers
Pelham Smithers comments on prospects for GDP growth in Japan.
Reports / Flash Notes Summaries
1. Sony (6758 JP) Company Update
2. NOK (7240 JP): Soaring Seal Demand, Cost Control, Improved iPhones
3. Nissha (7915 JP): Sensing and Opportunity
4. March US Auto Sales Rise on Strong Demand for American SUVs, Fleet Sales, Incentives
Company / Sector / Thematic Comments
1. Nintendo (7974 JP): To Play Down Smartphone Gaming on Switch Success – Bloomberg
2. Gamevice Ups Ante on Patent Dispute with Nintendo (7974 JP)
3. Sony (6758 JP): Gains from Spotify IPO / Revamps PS4 Interface in US
4. Government Agrees to Issue 3 Casino Licenses
5. Aeon Fantasy (4343 JP) Broker Upgrade
6. Monex (8698 JP) Surges on Coincheck Proposal
7. Toshiba (6502 JP): Memory Division Sale
8. Are We Seeing the Death Knell of the Compact Camera?
9. March Quarter Results to be Key Indicators for Canon (7751 JP), NEC (6701 JP) Restructuring
10. Graphite Electrode Stocks Plunge
11. Fujifilm (4901 JP): Enjoying Success in Mirrorless
12. Japan Display (6740 JP) Sold Down on Financing
13. China Imposes Higher Tariffs on US- made EVs
14. Tesla Accident: Autopilot in the Spotlight
15. Performance of the Japanese Automakers in the US for March
16. Sales Troubles for Nissan (7201 JP)
17. Fanuc’s (6954 JP) US Auto Robotics Business
18. KHI (7012 JP) Retreats on Downward Revision
19. Telecom Stocks on the Up
20. Takeda’s (4502 JP) Management Enthuse on Shire Move (at the Expense of the Share Price)
21. Amazon Japan Raises Delivery Prices
22. ETF Purchases by the BoJ
23. Retail Sales Hit Record Level in December
PSA Company Visits, Tours and Interviews
• Visited: NOK (7240 JP); Fujikura (5803 JP)
• Interviewed: Sumitomo Chemical (4005 JP)
Weekly Market Comment by Pelham Smithers
Having generally surprised on the upside for much of 2017, since October Japanese economic data has tended to fall (ever so slightly) short of expectations. The problem with falling short ever so slightly is that when growth is so slight, you are essentially talking about a flatlining economy. Now the practical difference between an economy growing at 0.5% and one growing at 0% is nugatory, yet the psychological difference is huge, particularly if the trend is downwards.
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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