The Must Read PSA Weekly Research Round-up (week to 01 Apr)
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
The Weekly Comment by Julie Boote
Julie Boote reviews the factors affecting the global auto industry – Covid-19, chip shortages, supply chain issues, rising input costs – to conclude that it’s not all bad.
Reports / Flash Notes Published This Week: Headlines at a Glance
1. Japan Market Strategy for CY21 Q2
2. Toyota Industries (6201 JT)
Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics, Gaming
1. Gaming Moves and News that Caught Our Eye
Technology: Industrial Electronics and Electronic Components / SPE
2. NEC’s (6701 JT) Face Express to be Trialled in April, Launched in July
3. Hitachi (6501 JT) to Acquire GlobalLogic for ¥1tril
4. Strong Moves in SPE-Related Plays
Chemicals / Materials
5. Greenhouse Gases are a Hot Topic
6. Implications of an Emission Trading Scheme
7. Expectations for President Biden’s Infrastructure Plan
8. Biodegradable Plastics: Kaneka and Danimer
Autos
9. Feb Global Auto Production Shows a Distorted Picture
10. China Jan~Feb Auto Sales Surge on Base Effect
11. Toyota (7203 JT) Gets a Broker Upgrade; Presents Lexus LF-Z EV Concept
Auto Parts / Machinery
12. China Machine Tool Orders – Readacross to Japan’s Machinery Plays
13. Fanuc (6954 JT) Top Automation Riser on Upgrade
14. Excavator Plays Rise on Biden’s Infrastructure Package
Internet / eCommerce
15. Demae-Can’s (2484 JT) Profitability Tanks
Enterprise Software
16. TIS Inc (3626 JT) and NTT Data (9613 JT) Shares Buck the Enterprise Software Correction Trend
17. Other Moves and News That Caught Our Eye
Pharma
18. Fujifilm (4901 JT) to Ramp Up Covid Antigen Testing Kit Production
19. Astellas (4503 JT) Gets Extension Approval in US for Myrbetriq
Miscellaneous
20. Moves and News That Caught Our Eye
Macro
21. Releases Out This Week
PSA Company Visits, Tours and Interviews
• Contacted: Tosoh (4042 JT)
*If you would like access to the full weekly the reports highlighted, or the full Weekly (which includes the full comment) and if you would like to see the list of reports produced YTD, please contact our sales team.
You can also find PSA research on FactSet, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, Bloomberg (under PSAZ < GO> or by typing in the < stock code> equity CN PSA), Research Exchange and ResearchPool.
