December 2018 – Pelham Smithers

Dec 21

Dec 21

PSA2019-01-04T14:16:15+00:00

Higlights this week:- REPORTS: PKSHA Tech (3993 JT) – Going All-In on AI / Mazda (7261 JT): Will the Mazda3 Save the Day? / BIG PICTURE INSIGHTS: An update on gaming licenses in China / We look at the battered chemical shares / COMPANY INSIGHTS: Super Smash Bros Ultimate has glitches / Encouraging figures for CyberAgent’s (4751 JT) Abema Premium subscriptions / We look at the listing of Softbank’s mobile business / Sumitomo Chem’s (4005 JT) shares unrewarded for better pharma outlook

Dec 21PSA2019-01-04T14:16:15+00:00

Dec 14

Dec 14

PSA2018-12-21T13:43:44+00:00

Highlights this week: REPORTS: 5G Rollout and the Huawei debate / MACRO: Japan Tankan – predicting a further slowdown / BIG PICTURE INSIGHTS: We see Japan as a winner as China plays down Made in China 2025 / Japan’s FT^C to more closely monitor the growing issue of data concentration, particularly among foreign firms; beware Alphabet, Amazon, Facebook and Alibaba / COMPANY INSIGHTS: MonotaRO (3064 JT) reports another set of impressive monthly parent sales in Nov / Showa Denko (440 JT) continues to offer GARP / JDI (6740 JT) has a topsy-turvy week as good news follows bad / Sayonara to Pioneer (6773 JT) / Exciting mid-term plan from Yamaha Motors (7272 JT)

Dec 14PSA2018-12-21T13:43:44+00:00

Dec 7

Dec 7

PSA2018-12-14T14:58:56+00:00

Highlights this week: REPORTS: US Auto Sales for Nov 2018 / Mixi (2121 JT) - Time for a Revisit / Panasonic (6752 JT) – Can it Prove the Market Wrong? / BIG PICTURE INSIGHTS: We look at the market reaction to Japanese Corporate Earnings / Its corporate crunch time for Alps (6770 JT) and Alpine (6816 JT) / Implications for smartphone supply chain as stocks tumble on the news of the arrest of Huawei’s CEO / Gaming hardware wars: Xbox Scarlett vs PS5 / COMPANY INSIGHTS: The outlook for unit sales of the Nintendo Switch / Upside for the mobile business at Square Enix (9684 JT) / Evidence that things are looking up for Subaru (7270 JT); more inspection failures at Nissan (7201 JT) / Daikin’s (6367 JT) plans for A/C domination in India.

Dec 7PSA2018-12-14T14:58:56+00:00