Monthly Archives: July 2018

July 27

2018-08-03T14:55:35+00:00

Highlights this week: Reports published this week on Hitachi Chemical’s (4217 JP) FY18 Q1: Slow Start; Valuation Support Intact / Murata (6981 JP) FY18 Q1 Preview – Raising our full year OP / Mitsubishi Motors (7211 JP) FY18 Q1 Results / Shin-Etsu Chem (4063 JP) Strong Q1, Ultra-conservative Guidance (Again) / Fanuc (6954 JP) FY18 Q1 Results – Upside from currency assumption; China remains a concern / Ferrotec (6954 JP) – Still Semiconductor Driven / Pelham Smithers discusses the news that HTL0018318 has moved to Phase II for the treatment of Lewy body type dementia saw the shares of Sosei (4565 JP) jump

July 272018-08-03T14:55:35+00:00

July 20

2018-07-27T12:59:21+00:00

Highlights this week: Reports published this week on Honda (7267 JP): Concerns over the medium-term with US Operations & Product Cycle / Esai (4523 JP): Pipeline & Earnings Outlook / Valuation Update on the Chemicals & Electronic Materials Sectors / Pelham Smithers looks at the good news Panasonic (6752 JP) received from the latest teardown on the Tesla Model 3 from Munro & Associates / Pelham also provides a preview on Sony’s (6758 JP) results / Joel Scheiman provides an interesting read across to Nitto Denko (6988 JP)

July 202018-07-27T12:59:21+00:00

July 13

2018-07-20T13:08:22+00:00

Highlights this week: Reports published this week on LINE (3938 JP) – Better Viewed as a Growth Stock / Nabtesco (6268 JP) Q1 FY18 Update / Pelham Smithers looks at the Japanese Video Game Sector / Pelham Smithers highlights LiB-related MLCC opportunities for Murata (6981 JP) and its comparison to Rohm (6963 JP) / Joel Scheiman looks at the opportunities for Japanese LiB supply chain with regards to CATL in Germany / Julie Boote notes the markets lacklustre response in shares of Subaru (7270 JP)

July 132018-07-20T13:08:22+00:00

July 6

2018-07-13T13:41:21+00:00

Highlights this week: Reports published this week on June 2018 US Auto Sales: Japan Automakers Record Sales Gains / Automakers and Blockchain: What Can Blockchain Do for OEMs? / Mercari (4385 JP) Initiation Report – A Box of Growth / Pelham Smithers & Joel Scheiman look at the Implications of Micron’s Patent War in China / Julie Boote looks at the implications for Japanese auto manufacturers with the potential trade war / Thao Nguyen looks at Start Today’s (3092 JP) ZOZO product line

July 62018-07-13T13:41:21+00:00