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Weekly News

 

PSA weekly research round-up for the week ending July 24

Reports/Flash
Notes: Headlines at a Glance

1. Electronic Components: JDI (6740) – Negative Press on relationship with Apple appears excessive 

2. Machinery: SMC (6273) initiation report: We expect good H1 numbers plus positive Long-Term Momentum

3. Autos: Nissan (7201) in China

Results/Company/Sector/Thematic
Comments at a Glance:

4. Apple results and our thoughts on Japan supply chain winners and losers

5. Shin-Etsu (4063) Q1 and Guidance

6. Pharma: AAIC, Biogen, Lilly and Eisai

7. Eisai's IR moves swiftly to highlight positives of Lenvima after disappointing BIIB037

8. Ono: how excited should we be about Opdivo?

9. Autos: Concerns over developments in China

10. FHI (7270 JP) :Not doing well in China, Russia, but Offset by more important US/Japan performance

11. Internet: CyberAgent (4751) – Q3 comment

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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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