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Weekly News

PSA Japan weekly research round-up for the week ending Dec 2:
Reports/Flash Notes: Headlines at a Glance:
1. Machinery: SMC (6273) – Strong Industry Mix
2. Internet: CyberAgent (4751) – Backing its Bets by Doubling Up on AbemaTV Investment
3. Autos: Rising Oil Prices and the: Impact on Auto Industry – Potentially Good News for Japanese
4. Autos: US Auto Sales November – Moderate Growth on the Back of Higher Incentives
Company/Sector/Thematic Comments at a Glance:
Technology: Consumer Electronics / Games / Electronic Components
1. Square Enix (9684): Impressive Launch of FF XV / Timing of Dragon Quest Launch Questioned
2. Chinese Console Game Sales to Jump 57% in 2016
3. Apple Cutting Back on iPhone 7 Orders: Don't Panic, It's the Usual Seasonal Effect...
4. ...and Higher 4G Handset Penetration is Positive for Murata (6981), Taiyo Yuden (6976) and TDK (6762)
Electronic Materials / Chemicals
5. Hitachi Chemical (4217) Buys 51% of FIAMM Energy Technology

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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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