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Weekly News

Reports / Flash Notes Headlines at a Glance for the week ending Dec 5th:
1.   Retail: H2O (8242) – Optimism on Izumiya Revitalization
2.   CE & Gaming: Nintendo (7974) – Update on Amiibos et al.
3.   Autos: Nov US Auto Sales / Thoughts on EVs and the Oil Price
4.   Machinery: Nabtesco (6268): Lessons from Yaskawa's Shanghai plant
5.   Materials: Teijin Ltd (3401): Positive Reassessment Looks Excessive
6.   Technology: Japan Technology Update on, 'Is ''Big'' Still ''Bad''?'
Comment Headlines at a Glance:
7.   Chemicals: Mitsubishi Chemical (4188); Mitsui Chemicals (4183); Shin-Etsu Chemical (4063)
8.   Machinery/Energy: Yaskawa Electric (6506); The Oil Price and Solar
9.   SPE: SOX at 14-yr High: Our Pick is Advantest (6857) / Looking at Nikon (7731) / TEL & AMAT
10. Electronics: Moving Down the Quality Curve / Sony - PS4 China Launch Could be the Wild Card
11. Internet: Digital Garage (4819) 1Q15 OP Soars Four-Fold
12. Retail: H2O Retailing (8242) Hankyu Nov Sales +9%
13. Telecom: SoftBank (9984) Still Having to Spend on Sprint
14. Pharma: Astellas Pharma (4503) Ends Janssen Collaboration
15. Pharma: Otsuka (4578) Acquires Avanir
16. Pharma: Shionogi (4507) CB Issue / Sector Valuations / Eisai (4523) + Biogen

For further details on the reports / comments above, 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 or by typing in the equity CN PSA. Easier: ask your sales contact to send the notes over.

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

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