The Must Read PSA Weekly Research Round-up (week to 31 Dec)

REPORTS: Out now: the PSA Japan Perspective 2021 / INDUSTRY INSIGHTS: PC component shortages abound / Materials manufacturers’ shares mixed / MACRO: Jobs offers : applicants / CPI / Nov IP / Suga’s popularity / COMPANY RESULTS / FORECASTS: Cybozu’s investments for growth will depress FY21 OP by 50%+ / Demae-Can’s results disappoint the market / Plus additional COMPANY INSIGHTS

The Weekly Comment by Pelham Smithers

Pelham Smithers reflects on the issue of government leadership and weighs Suga’s chances of remaining Prime Minister throughout 2021.

Reports / Flash Notes Published This Week: Headlines at a Glance

1. The 2021 Japan Perspective

Company / Sector / Thematic Comments at a Glance

Technology: Industrial Electronics and Electronic Components

1. Murata (6981 JT) burnishes its EV credentials
2. What Next for Toshiba (6502 JT)?

Technology: Semiconductor Production Equipment & Precision

3. PC Component Shortages Rampant
4. SPE Strong / Key Semiconductor-Related Components Supply Remains Tight

Technology: Bitcoin / Cryptocurrency and Blockchain

5. Mixed Moves in Bitcoin-Plays

Chemicals / Materials

6. Materials Manufacturers’ Shares Mixed

Heavy Industrials

7. MHI (7011 JT) High on Hydrogen / Raising its Focus on Ammonia

Internet / eCommerce

8. Demae-Can (2484 JT) FY21 Q1 Results Not Stomached Well by the Market

Enterprise Software

9. Cybozu’s (4776 JT) Investments to Push OP Down by More Than Half in FY21
10. Towa Hi System (4175 JT): Another Stellar Small-Cap ERP Software IPO

Pharma

11. Sumitomo Dainippon Pharma (4506 JT) Up on US$4.2bil Deal

Miscellaneous

12. Avex to Sell HQ to Cover Staff Cut Costs
13. Shippers Riding High on Dec 25
14. Strike (6196 JT) Missing the Mark
15. ACS (6232 JT) Flying High on Hybrid Drone Tie-Up
16. Department Store Results

Macro

17. Economic Data Releases This Week

We wish all our readers a Very Happy New Year 2021

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