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Weekly News

Reports (full company / earnings flash notes) and comments from the PSA team for the week ending Friday, September 26th, 2014

Reports:

1. Nitto Denko (6988): Through a Glass, Darkly

2. Electronic Materials: JSR (4185) - A Lot Going Right

3. Retail: Don Quijote (7532) - Just Doing It

Comments:

4. Machinery: Fanuc (6954) Upward Revision Pushes Shares to an All-Time-High

5. Electronic Materials: Japan Display (6740) Some Apple Plays Have Blight

6. Electronic Materials: Tsugami (6101)/Nabtesco (6268) - Apple- and Fanuc-Supply Chain Suppliers

7. Electronics: Cyberdyne (7779) Look-Alikes

8. Consumer Electronics: Nintendo's (7974) Zelda Alternative

9. Internet/eCommerce/Telecom: Naver (035420 KS) Delays Line OP; SoftBank's
Mexico Moves

10. Electronics: Toshiba (6502) - Let's Focus on the Positives

11. Consumer Electronics: Square Enix (9684) DQMSL Not a Monster Hit but it's Helping

12. Autos: Mitsubishi Motors (7211) and Fiat Tie-Up

13. Retail: Aeon Takes Charge

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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