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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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Research Team

Pelham-Smithers

Pelham Smithers (Electronics, Pharma)
Tel: +44 20 3740 5500
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Skype: pelhamsmithers

julie

Julie Boote (Autos)
Tel: +44 1326 340 159
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Skype: julie.boote

joel-scheiman

Joel Scheiman (Materials)
Tel: +813 5701 3041
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Skype: joel.scheiman.psa

William-Nestuk-web

William Nestuk (Auto Parts, Machinery)
Tel: + 81 80 6707 0080
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 TN Mar17 bw2

 

Thao Nguyen (Internet)

Tele: +44 20 3740 5507

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