Raising the bar for market intelligence

Weekly News

Reports:

1.   Autos: MMC (7211) Downside Risk to Sales but FX Support

2.   Chemicals: Ube (4208) Value but Still Lacking Catalysts

Comments:

3.   Autos / Auto Parts : The global strength of Denso (6092) and Aisin Seiki (7259)

4.   Autos: The Paris Motor Show/Russia Sept Sales/MMC and Fiat-Chrysler

5.   Electronic Materials / Pharmaceuticals: Fujifilm (4901) – Lots on the Schedule

6.   Electronics: CEATEC - Toshiba (6502), NTT Docomo (9437), Fujitsu (6702)

7.   Electronic Materials: Apple Chain Chat...Ramping Up

8.   Internet/eCommerce: Yahoo Japan (4689): boosting margins / Rakuten (4755) – attacking its own USP

9.   Capital Goods/Materials: Sekisui Chemical (4204) / Asahi Kasei (3407) Sept Housing Data

10. Consumer Electronics: Handset Chat – Samsung / Sony

11. Electronic Materials: TDK (6762) Doubling HDD Memory Capacity A Positive - also Good for Nidec (6594)

12. Precision: HP PC + Printer Split Implications for Canon (7751)

13. Consumer Electronics and Auto Parts: Alpine (6816) Remains Value Play in In-car Electronics

14. Telecom: KDDI (9433) Can Boast the Best 4G Service

15. Pharma: Takeda (4502) Beware: Actos Suits Starting to Favour Plaintiffs / Ono's (4528) Nivo a Long Wait for Returns

16. Internet/eCommerce: Line Ties Up with Gree (3632) / CyberAgent (4751) / Sony (6758) / Avex (7860)

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, 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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