PSA Technology Hardware: Wacom (6727 JT) - Growth Even with Post-Covid Uncertainty
Wacom is a popular stock amongst foreign investors thanks to a 60% global share in the graphic tablet market and top-tier customer roster including Samsung, Microsoft and Lenovo. A Covid beneficiary of the stay-at-home theme, Wacom is a defensive in Covid or other virus flare-ups. Working down its cash pile from a record ¥32bil at end-FY20 to the current ¥17bil possibly suggests management's confidence in near-term earnings (i.e., it’s on track to do well regardless of what Covid does).
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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