Retail – Pelham Smithers

Apr 08

Apr 08

PSA2022-04-22T16:06:08+00:00

Highlights this week: REPORTS: Wacom (6727 JT) / INDUSTRY INSIGHTS: February camera shipments weak / Japanese machinery stocks may be at risk if Russia becomes an ESG issue / China lockdown threatens already weak smartphone market / Semiconductor order lead time continues to rise despite production ramp-up / Global auto sales under pressure / COMPANY INSIGTS, NEWS, PREVIEWS & RESULTS: Honda and GM to extend their EV collaboration / Denso sags on Honda / GM EV tie-up / Sony looks to be a loser from the Honda / GM EV tie-up / Might Microsoft add Activision games to Game Pass? / Can Panasonic resolve its main problem of lack of scale?

Apr 08PSA2022-04-22T16:06:08+00:00

Mar 25

Mar 25

PSA2022-04-01T16:02:16+00:00

Highlights this week: REPORTS: Global Semiconductor Industry: Time for Closer Inspection / SPE, IC or Supply Chain Names: Where Next for the Semiconductor Sector? / ExaWizards (4259 JT) / GA Technologies (3491 JT) / INDUSTRY INSIGHTS: Solid state batteries? Long live lithium-ion batteries! / MISCELLANEOUS, MARKET & MACRO: Jibun Bank Japan March PMI / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nvidia unveils Grace CPU superchip / Is it time to break up Toshiba? / More acquisitions for Sony / GT7 pricing backlash / Yen weakness; Shin-Etsu and TDK / Suzuki steps up electrification efforts in India / Toyota announces ¥bil buy back

Mar 25PSA2022-04-01T16:02:16+00:00

Mar 11

Mar 11

PSA2022-03-18T16:50:20+00:00

Highlights this week: REPORTS: Hino Motors (7205 JT) / INDUSTRY INSIGHTS: Material stock moves / Semiconductor prices rising / The battle for the ‘once in a lifetime’ digital invoicing opportunity / MISCELLANEOUS, MARKET & MACRO: Ukraine war accelerates foreign selling of Japan shares / Economic growth prospects and the tech sector / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony PlayStation State of Play presentation / Toshiba reckons chip shortage to continue / Nanya Tech / TSMC Feb data / Canon goes on the offensive / What is priced in for Nidec? / Fujitsu lays off workers / Toyota announces further production cuts

Mar 11PSA2022-03-18T16:50:20+00:00

Jan 14

Jan 14

PSA2022-01-21T14:41:34+00:00

Highlights this week: REPORTS: Money Forward (3994 JT) / Shift Inc (3697 JT) / INDUSTRY INSIGHTS: Production issues impact sales of consoles over holiday period / CY21 China auto sales +3.8% YoY / MISCELLANEOUS, MARKET & MACRO: Tokyo Stock Exchange new section designations / Are Japanese companies behind the curve on raising prices? / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony to keep making PS4s through 2022 / Nintendo’s problem for 2022: deciding when to call “time” on the Switch / Yaskawa’s FY21 Q3 results: modest on component shortage / Eisai follows BIIB lower

Jan 14PSA2022-01-21T14:41:34+00:00

Jan 07

Jan 07

PSA2022-01-14T15:05:36+00:00

Highlights this week: REPORTS: PSA Japan Perspective 2022 / Denso (6902 JT) / Sansan Inc (4443 JT) / INDUSTRY INSIGHTS: Auto industry well represented at CES / MISCELLANEOUS, MARKET & MACRO: Important economic data releases / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony unveils second BEV, says may enter car-making business / Can Sony, Nexon make gaming work in Hollywood? / PSVR2 may not be permanently tethered – CNET / SQE President hints at future involvement in NFTs, metaverse / Fujifilm to augment DX support services / expands its healthcare business / Toyota’s strong start to the year /

Jan 07PSA2022-01-14T15:05:36+00:00

Nov 19

Nov 19

PSA2021-12-03T14:03:35+00:00

Highlights this week: REPORTS: Money Forward (3994 JT) / Semiconductor / SPE Super Cycle / INDUSTRY INSIGHTS: Should we be buying video game stocks (along with video game stocking fillers)? / Japan government to subsidize LiB plants, reports say / Our explanation for the continued semiconductor boom / MISCELLANEOUS, MARKET & MACRO: Bloomberg Sep quarter Topix OP/share +12% YoY / Kishida’s US$700bil stimulus package / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Sony criticizes Activision’s response / Nvidia and the rise of the DPU / GungHo’s FY21 Q3 OP +36.1% YoY / Ferrotec’s FY22 guidance well received

Nov 19PSA2021-12-03T14:03:35+00:00

Nov 12

Nov 12

PSA2021-11-19T15:19:29+00:00

Highlights this week: REPORTS: Daikin (6367 JT) / INDUSTRY INSIGHTS: A tale of two video game companies / MARKET & MACRO: Japan revises up, grudgingly / Japan’s PPI +8% YoY / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Tokyo Electron 2Q FY21 OP +81% YoY / JSR hikes full-year guidance / SoftBank Group 2Q Net Loss ¥397bil / Isuzu reports FY21 Q2 results / Improved profit outlook at Nissan / Mazda keeps FY21 OP forecast unchanged despite weaker sales / Suzuki keeps its FY21 forecasts / Daifuku seeing supply chain issues / Trend Micro’s FY21 Q3 beats / GMO Financial Gate’s FY21 sales beats/ Giftee revised down FY on weak Q3

Nov 12PSA2021-11-19T15:19:29+00:00

Oct 29

Oct 29

PSA2021-11-05T16:25:50+00:00

Highlights this week: REPORTS: Nidec (6594 JT) / TIS (3626 JT) / MARKET / MACRO: Kyodo poll hints at LDP-led coalition government / COMPANY INSIGHTS & NEWS: Sony’s 2Q FY21 OP up marginally / GameWith acquires DetonatioN’s eSports team / Last man standing in discussions on Apple’s EV batteries? It’s Panasonic / Sekisui Chemical’s aerospace impairment loss / COMPANY PREVIEWS & RESULTS: Sony’s 2Q FY21 OP up marginally / Koei Tecmo 2Q OP +65% YoY; readacross to Square Enix / Shinko Electric 2Q OP +361% YoY / Nitto Denko: FY21 good, but what about FY22? / Canon revises down / Plus additional COMPANY PREVIEWS & RESULTS

Oct 29PSA2021-11-05T16:25:50+00:00

Sep 17

Sep 17

PSA2021-10-08T13:26:29+00:00

Highlights this week: REPORT: Market Strategy: Is It Time for (More) Foreign Investors to Positively Reappraise the Japanese Market? / The Automotive Operating System – the Big Issue / INDUSTRY INSIGHTS: Japan August SPE billings +30% YoYMACRO: Acquisitions and issues / Import / export data and foreign investor flows / COMPANY INSIGHTS, NEWS, PREVIEWS & RESULTS: Nintendo cuts Switch price in Europe / Weekly Switch sales recover the 300K mark / Nidec outlines ¥100bil machine tool plan; Nagamori is back / NEC Mobile PoS function upgrades hit 200 mark / Apple reveals its 2021 iPhones / Investors appear trusting of Asahi Kasei's Itamar acquisition

Sep 17PSA2021-10-08T13:26:29+00:00

Sep 03

Sep 03

PSA2021-09-14T08:45:38+00:00

Highlights this week: REPORTS: The Global Semiconductor Industry – Overheating or Just Warming Up? / Tokyo Electron (8035 JT) / INDUSTRY INSIGHTS: China limits underage gaming to three hours a week / Japanese gaming, a roundup of the week / Japan software spend continues to boom / COMPANY INSIGHTS: News / Previews & Results / Murata’s quick restart at Fukui / underscores a healthy MLCC market / TSMC asking for 15% price cut from suppliers? / WDC enquires about a Kioxia merger / Sony’s PS5 redesign attracts controversy / Mazda tackle its China problem / Subaru’s all-new Solterra SUV EV / Daikin’s record listing highs continue /

Sep 03PSA2021-09-14T08:45:38+00:00