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Thao Nguyen
  • Thao Nguyen

PSA eCommerce / Internet: BASE Inc (4477 JT) – Facing Intensifying Mar...

BASE Inc has moved from being a star market performer in 2020 as investors bought up Covid-19 lockdown winners to being one of the biggest losers this year. Its share price has lost 61% YTD, vs a 4% decline in the Mothers Index and a 4% gain in the Communication sector. Now that the impact of Covid-19 pandemic has abated, growth will likely normalise, but market competition is rising with new players backed by big internet companies. Despite the share price’s underperformance, we don’t currently...

Julie Boote
  • Julie Boote

PSA Autos: Subaru (7270 JT) – Stabilisation on Chip Front to Propel Re...

Subaru has been hit harder by the semiconductor supply shortage than other automakers, requiring production cuts followed by earnings downgrades. A stabilization on the chip front could trigger a reassessment of the stock which underperformed the auto sector in 2020 and 2021.

Pelham Smithers
  • Pelham Smithers

PSA Technology: The Semiconductor / SPE Super Cycle

Almost everything about the Nvidia (NVDA US) earnings, from the results to the forecasts to the longer-term blue-sky thinking, bears out the arguments in our 30 Aug report, The Global Semiconductor Industry: Overheating or Just Warming Up?

Pelham Smithers
  • Pelham Smithers

PSA Technology: The Semiconductor / SPE Super Cycle

Almost everything about the Nvidia (NVDA US) earnings, from the results to the forecasts to the longer-term blue-sky thinking, bears out the arguments in our 30 Aug report, The Global Semiconductor Industry: Overheating or Just Warming Up?

Pelham Smithers
  • Pelham Smithers

PSA Technology: The Semiconductor / SPE Super Cycle

Almost everything about the Nvidia (NVDA US) earnings, from the results to the forecasts to the longer-term blue-sky thinking, bears out the arguments in our 30 Aug report, The Global Semiconductor Industry: Overheating or Just Warming Up?

Pelham Smithers
  • Pelham Smithers

PSA Technology: The Semiconductor / SPE Super Cycle

Almost everything about the Nvidia (NVDA US) earnings, from the results to the forecasts to the longer-term blue-sky thinking, bears out the arguments in our 30 Aug report, The Global Semiconductor Industry: Overheating or Just Warming Up?

Pelham Smithers
  • Pelham Smithers

PSA Technology: The Semiconductor / SPE Super Cycle

Almost everything about the Nvidia (NVDA US) earnings, from the results to the forecasts to the longer-term blue-sky thinking, bears out the arguments in our 30 Aug report, The Global Semiconductor Industry: Overheating or Just Warming Up?

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: Money Forward (3994 JT): Beyond the ARPA Blip

Having reviewed the FY21 Q3 results, analyst Lindsay Whipp considers the ARPA blip and the outlook for Money Forward.

William Nestuk
  • William Nestuk

PSA Machinery: Daikin (6367 JT): Expanding Global Share

Currency gains will help this year but what will help FY22?

Pelham Smithers
  • Pelham Smithers

PSA Gaming: Square Enix (9684 JT ): FY21 2Q Results and Outlook

The 2Q Square Enix figures offer the first chance to see how Final Fantasy XIV fared amid all the angst over World of Warcraft publisher Activision (ATVI US), as well as an opportunity to assess what sort of results could finally drive management to come out with more realistic earnings forecasts, comments Pelham Smithers.

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: Shift (3697 JT) – Future M&A to Help FY22 Outperform...

Having produced strong FY21 Q4 results, analyst Lindsay Whipp discusses KPIs, strategy and key drivers of Shift’s business ahead.

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: TIS Inc (3626 JT) FY21 Q2 Preview

Lindsay Whip previews the FY21 Q2 for TSI and muses whether another outperformance is afoot.

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: Nomura Research Institute (4307 JT) FY21 Q2 Preview ...

After a strong FY21 Q1, we discuss what looks to be a conservative estimate for the 1H.

Thao Nguyen
  • Thao Nguyen

PSA Internet: GA Technologies (3491 JT) – Our Positive Stance Remains

GA Technologies has had a tough year and it fell 54% in Q3 alone due to disappointment with the FY21 Q3 results and the FY21 earnings downward revision. In this report, analyst Thao Nguyen explains why she keeps her positive view.

Joel Scheiman
  • Joel Scheiman

PSA Chemicals: Shin-Etsu Chemical (4063 JT): On Track to Exceed FY21 G...

Shin-Etsu Chemical will likely achieve record earnings in FY21, but the shares have traded broadly sidewise in 2021. A pullback that followed a brief surge in Sep may have been intensified by PVC plant troubles at Shintech, but we still expect earnings to exceed official guidance. The recent correction could therefore be viewed as an opportunity to accumulate shares.

Lindsay Whipp
  • Lindsay Whipp

Sansan Inc (4443 JT) Still Cautious Due to Covid

n the wake of the FY21 Q1 results, we review the positives and the negatives ahead.

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: Money Forward (3994 JT) FY21 Q3 Preview

Ahead of FY21 Q3 results on 15 Oct, we outline what we are looking for.

Lindsay Whipp
  • Lindsay Whipp

PSA ERP Software: Shift (3697 JT) FY21 Earnings Preview

Shift (3697 JT) FY21 Earnings Preview We have high expectations the company can beat its Q4 and full year OP

Lindsay Whipp
  • Lindsay Whipp
Thao Nguyen
  • Thao Nguyen

PSA Internet / eCommerce: Mercari (4385 JT) – Earnings Expansion Despi...

Despite FY21 exceeding market expectations, Mercari share price has hardly moved since its earnings release on 12 Aug as investors took the company’s decision to not give FY22 guidance due to strategic investments negatively. We think that the existing three businesses should continue to do well to support the company’s earnings expansion despite the ongoing investments.

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