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Weekly News

PSA Japan Weekly research round-up for week ending June 23:
The Weekly Comment by Pelham Smithers

The IAIA industrial activity 2.1% MoM rise in April was not only above expectations, it is the fastest MoM growth since early 2009. Next, do we continue to accelerate away on the economic front, or do we slow down?
Reports / Flash Notes Published This Week: Headlines at a Glance
1. Technology: Cambridge Mechatronics Visit – Calibration-Controlled SMA Wire Technology...Read-across to Alps (6770), TDK (6762)
2. Technology: Canon (7751) – A Business in Need of a Tough Fitness Coach
3. Auto Parts: Toyoda Gosei (7282): Steadily Inflating – Earnings & Airbags
Company / Sector / Thematic Comments at a Glance 
Technology: Consumer Electronics / Gaming / Components / Industrial Electronics
1. Nintendo (7974): Switch Production Update / Arms Release / Mkt Cap Now Exceeds Sony's
2. Video Game Stocks hit 52-week Highs – Square Enix (9684) Undervalued
3. Nexon (3659): To Release LawBreakers on 8th August
4. Tesla China Plans to Further Boost Panasonic's (6752) Position in the Tesla Eco-System
5. Performance of Alps (6770) vs Murata (6981)
6. MLCC Prices Hiked in Taiwan – Read-across to Murata (6981) and Taiyo Yuden (6976)


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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