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Weekly News

Reports (full company / earnings flash notes) and comments from the PSA team for the week ending Friday, September 12th, 2014

Reports:

1. Telecoms: SoftBank (9984) Continuous Reassessment

2. Autos: Nissan (7201) - Sales Growth Target at Risk

3. Autos: Good news from Commodity prices – actually down, not up as anticipated

4. Electronic Materials: Tokyo Ohka Kogyo (4186) looking good

Comments:

5. Retail: We Are Concerned

6. Consumer Electronics/Gaming: Destiny Stellar Start and Implications for PS4 vs XOne / Sony Break-up Value

7. SPE: Advantest (6857) Not for the Faint Hearted

8. Electronic Components: OIS in the 5.5" iPhone Positive for Alps (6770) / Capacitor Plays Stronger

9. Industrial Electronics: Two Ticks for Toshiba (6502)

10. Telecom: KDDi (9433) - auSmartValue plan to benefit from the iPhone revamp?

11. Telecom: No Spectrum Bid from Sprint?

12. Internet: Bit-Isle (3811) – Are We At A Turning Point...along with IIJ (3774)?

13. Pharma: Takeda (4502) and Dengue Fever

14. Auto Parts: Ichikoh (7244) Gets Backing from Valeo for LED Lighting

For further details on the above reports and comments please see below. You can also find PSA research on Factset, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, and on Bloomberg under PSAZ <GO> or by typing in the <stock code> equity CN PSA <GO>. Easier: ask sales to send what you would like to look at.

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What we do

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 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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Pelham Smithers has 25 years’ experience in investment analysis, specializing in Japanese technology companies.

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