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Weekly News

PSA Japan Weekly research round-up for the week ending May 19th:
Declining profitability but stable pricing for smartphones suggests a rising bill of materials and implies a swing in business power away from the handset makers to the supply chain operators. However, this has not been how the market has seen it, as several names in the supply chain have been shares sold off.......  

Reports/Flash Notes: Headlines at a Glance (full reports available upon request):
1. Technology: Canon (7751) – Responding to the Wake-Up Call
2. Internet: Trend Micro (4704) – Will Japanese Investors Recognise it as a Cyber Security Play?
3. Chemicals: Sumitomo Chemical (4005) – Guides for Peak Earnings in FY17
4. Chemicals: Nissan Chemical (4021): Results Meeting Feedback – Investor and Environmentally Friendly
Company / Sector / Thematic Comments at a Glance (Please ask for more details):
Technology: Consumer Electronics / Gaming
1. Nintendo (7974): Games for Switch, Speculation on Zelda for Mobile, Weak Switch Sales
2. Sony (6758): PSVR-required Farpoint is Launched / Management Changes
3. Sega Sammy (6460): Priced as if FY16's Performance Was the Norm
4. The Outlook for Video Game Makers with Exposure to Asia and Mobile Remains Strong

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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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