The Must Read PSA Weekly Research Round-up (week to 24 Dec)

We wish all our readers a Merry Christmas
COMPANY INSIGHTS: Cyberpunk 2077 and the Sony brand / Capcom showcases Monster Hunter Rise / Cybozu’s strong November / Oracle Japan FY20 H1: steady as she goes / ENECHANGE’s explosive IPO debut / MACRO: Japan Dec bonuses down 9% YoY / INDUSTRY INSIGHTS: Automakers in India to raise prices / MLCC makers considering price hikes / Plus additional COMPANY INSIGHTS

The Weekly Comment by Pelham Smithers

Catching the festive mood, Pelham Smithers considers 12 Stocking Fillers.

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics, Gaming

1. Sony (6758 JT): Demon Slayer / Tie-Up with Jig-Saw Inc (3914 JT)
2. Cyberpunk 2077 and the Sony Brand
3. Capcom’s (9697 JT) Street Fighter Online in China / Monster Hunter Rise

Technology: Industrial Electronics and Electronic Components

4. NEC (6701 JT) / Avaloq Deal Completed
5. MLCC Makers Considering Price Hikes

Technology: Semiconductor Production Equipment & Precision

6. Fujifilm’s (4901 JT) Data for Avigan Judged Inconclusive
7. V Technology’s (7717 JT) Chinese JV Gets its First Order

Technology: Bitcoin / Cryptocurrency and Blockchain

8. Ripple, XRP, The SEC and SBI (8473 JT)

Autos

9. Automakers in India to Raise Prices
10. Hino (7205 JT) Suspends NA Production

Auto Parts / Machinery

11. Harmonic Drive Systems Best Automation Performer Nov~Dec

Internet / eCommerce / ERP Software

12. Yappli (4168 JT) Has Stellar Market Debut
13. Cybozu (4776 JT) Has Strong November
14. Oracle Japan’s FY20 H1: Steady as She Goes
15. ENECHANGE (4169 JT): Explosive IPO Debut
16. Beijing Goes After Jack Ma: Part II
17. Crowdfunding Platform Campfire Joins BASE Inc’s (4477 JT) Ecosystem

Pharma

18. Chugai Pharma’s (4519 JT) Engineering Platform for Drug Development
19. Astellas (4503 JT) Gets a Double Dose of Bad News
20. Trans Genic (2342 JT) Becomes a Covid-Play

Market / Strategy

21. Strong Performance from Recent IPOs

Macro

22. Japan Dec Bonuses Down 9% YoY

PSA Company Visits, Tours and Interviews

• Conference Call with: Olympus (7733 JT)

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