April 2021 – Pelham Smithers

Apr 23

Apr 23

PSA2021-05-07T14:03:18+00:00

Highlights this week: REPORTS: Nabtesco (6268 JT) Chugai Pharm (4519 JT) INDUSTRY INSIGHTS: March US console game spending highest ever for month MARKET / MACRO: SoE / Olympus / ETFs Newly listed on Mothers, Visional Inc +40% from IPO price Department store data worse than it appears COMPANY INSIGHTS: Hope Inc unveils extent of power price surge losses (and yes, they’re bad) Toyota’s electrification balancing act: reveals new EV & EV sub-brand Sumco stresses the need for new capacity Plus additional COMPANY INSIGHTS, NEWS & PREVIEWS

Apr 23PSA2021-05-07T14:03:18+00:00

Apr 16

Apr 16

PSA2021-04-23T16:12:45+00:00

Highlights this week: REPORTS: Toyota's (7203 JT) Hydrogen Bet – Excellent Outlook for Fuel Cell Technologies Yaskawa’s (6506 JT) FY20 Results and Outlook INDUSTRY INSIGHTS: • Are we overdue consolidation in the Japanese video game industry? Japan March machine tool or-ders +21% MoM / +65% YoY • NAND prices rallying • Supply chain tensions with China could intensify MACRO: Punchy China data Commodities higher Plus COMPANY INSIGHTS & RESULTS/PREVIEWS

Apr 16PSA2021-04-23T16:12:45+00:00

Apr 09

Apr 09

PSA2021-04-16T15:40:43+00:00

Highlights this week: REPORTS: Sony (6758 JT) Fanuc (6954 JT) Toshiba (6502 JT) INDUSTRY INSIGHTS: Camera industry’s horror show Strong outperformance of Japanese automakers in the US in CY21 Q1 MACRO: Weak household spending, wage data for February China PPI COMPANY INSIGHTS: Is Sony the big winner from Covid Mark II? Sony in 5-yr Netflix exclusivity deal / Sony Music continues to acquire IP Plus additional COMPANY RESULTS & INSIGHTS

Apr 09PSA2021-04-16T15:40:43+00:00

Apr 01

Apr 01

PSA2021-04-09T15:47:13+00:00

Highlights this week: REPORTS: Japan Market Strategy Toyota Industries (6201 JT) MACRO: Retail sales; jobs data Tankan looking optimistic INDUSTRY INSIGHTS: Greenhouse gases are a hot topic Implications of an emissions trading scheme Expectations for President Biden’s Infrastructure plan COMPANY INSIGHTS: NEC “Face Express” to be trialled in April, launched in July Hitachi to acquire GlobalLogic for ¥1tril Plus additional INDUSTRY & COMPANY INSIGHTS

Apr 01PSA2021-04-09T15:47:13+00:00

May 14
Highlights this week: REPORTS: Asahi Kasei (3407 JT) Nissan Motor (7201 JT) COMPANY RESULTS: Gaming: Capcom / SQE / Bandai Namco Technology: NEC / Rohm / Tokyo Seimitsu Autos / Auto Parts: Toyota Motor / Subaru / Suzuki / Mazda / Isuzu / Toyota Industries / Diamond Elec COMPANY NEWS / INSIGHTS Hitachi-supplied trains to the UK show hairline fractures HCM meeting highlights three positives How the technology of its RE Engine has transformed Capcom’s fortunes […]
May 07
Highlights this week: REPORTS: Nabtesco (6268 JT) Fanuc (6954 JT) INDUSTRY INSIGHTS: New and used car prices soar in the US Strong April US Autos Sales MACRO: Money supply Retail spending trends COMPANY NEWS & INSIGHTS: Sony branching out on exclusives Toyota buys Lyft’s AD technology New information on Nabtesco NTT Docomo invests in Medley Cybozu March total sales higher, Cloud sales slow a little Plus additional COMPANY PREVIEWS, RESULTS & INSIGHTS […]
Apr 23
Highlights this week: REPORTS: Nabtesco (6268 JT) Chugai Pharm (4519 JT) INDUSTRY INSIGHTS: March US console game spending highest ever for month MARKET / MACRO: SoE / Olympus / ETFs Newly listed on Mothers, Visional Inc +40% from IPO price Department store data worse than it appears COMPANY INSIGHTS: Hope Inc unveils extent of power price surge losses (and yes, they’re bad) Toyota’s electrification balancing act: reveals new EV & EV sub-brand Sumco stresses the need for new capacity Plus additional COMPANY INSIGHTS, NEWS & PREVIEWS […]
Apr 16
Highlights this week: REPORTS: Toyota's (7203 JT) Hydrogen Bet – Excellent Outlook for Fuel Cell Technologies Yaskawa’s (6506 JT) FY20 Results and Outlook INDUSTRY INSIGHTS: • Are we overdue consolidation in the Japanese video game industry? Japan March machine tool or-ders +21% MoM / +65% YoY • NAND prices rallying • Supply chain tensions with China could intensify MACRO: Punchy China data Commodities higher Plus COMPANY INSIGHTS & RESULTS/PREVIEWS […]
Apr 09
Highlights this week: REPORTS: Sony (6758 JT) Fanuc (6954 JT) Toshiba (6502 JT) INDUSTRY INSIGHTS: Camera industry’s horror show Strong outperformance of Japanese automakers in the US in CY21 Q1 MACRO: Weak household spending, wage data for February China PPI COMPANY INSIGHTS: Is Sony the big winner from Covid Mark II? Sony in 5-yr Netflix exclusivity deal / Sony Music continues to acquire IP Plus additional COMPANY RESULTS & INSIGHTS […]

Monthly Archives: April 2021