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Weekly News

PSA Japan Weekly Research Round-Up for the week end July 21:
The Weekly Comment by Pelham Smithers (please contact our sales team for access to the full comment):
With Abe under pressure, last week saw the media examining whether Kuroda can be dislodged as BoJ governor. With the labour market tightening, can wages go up? – and are we then talking about inflation at last?
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for access info for the full reports):
1. Chemicals: Shin-Etsu Chemical (4063) – Pillars of Strength
2. Telecoms: SoftBank (9984): Conglomerate or Investment Vehicle?
3. Materials: Trends in the LiB Separator Market – New Machines May Level the Playing Field and Speed Commoditization
4. Electronics: Yaskawa (6506) Reports Outstanding FY17 Q1 Results
Company / Sector / Thematic Comments at a Glance (please contact our sales team for more details):
Technology: Consumer Electronics / Gaming
1. Sony (6758): Comparison with Netflix / Ends Movie Funding Deal with Lone Star
2. Nintendo (7974): Planning to Exit Handhelds?
3. Video Games Stats: PS4 Outsells Switch Sales (Again) Thanks to Square Enix's Reissue of FF12
4. Gumi (3903): Encouraging Pre-Launch Registration Figures
Technology: Industrial Electronics / Precision / Electronic Components 
5. Canon (7751): The Nikkei Provides Punchy Numbers

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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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