The Must Read PSA Weekly Research Round-up (week to 02 Jul)

REPORTS: Japan Market Strategy for Q3 2021 / TDK (6762 JT) / Subaru (7270 JT) / INDUSTRY INSIGHTS: The rising cost of building a PC / IP acquisitions by game makers / MACRO: No wobbles with Day 1 economic data / Tankan falls short of expectations / COMPANY INSIGHTS: Sony: How much of a threat Windows 11? / FY21 Q1 OP revisited / Cyberpunk 2077 returns to the PlayStation store / Might Nintendo have to phase out the Switch sooner than expected? / Honda’s EV plans raise questions / New Civic / Plus additional COMPANY INSIGHTS

The Weekly Comment by Pelham Smithers

Is the currency now the key to the direction of Topix, asks Pelham Smithers

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

1. Japan Market Strategy for Q3 2021
2. TDK (6762 JT) – Pain for Gain
3. Subaru (7270 JT) – Positive Outlook beyond Supply Crisis

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics, Gaming

1. Might Nintendo (7974 JT) Have to Phase Out the Switch Sooner Than Expected?
2. How Much of a Threat to Sony (6758 JT) is Windows 11?
3. Sony’s 1Q FY21 OP Revisited
4. IP Acquisitions by Gaming Companies
5. Cyberpunk 2077 Returns to the PlayStation Store

Technology: Industrial Electronics & Electronic Components / Semis & SPE

6. Four 5G O-RAN Wins for NEC
7. The Rising Cost of Building a PC
8. Other Tech Moves & News That Caught Our Eye

Chemicals / Materials

9. Fujifilm (4901 JT) Further Expands its Bio-CDMO Capacity
10. Mitsubishi Gas Chemical (4185 JT) “Confirmed” as Key iPhone 13 Material Provider

Autos

11. Honda (7267 JT) Civic Launch Set to Support Global Sales Growth
12. Honda’s (7267 JT) EV Plans Raise Questions
13. Nissan (7201 JT) Gains on EV Expansion Plans

Auto Parts / Machinery

14. HCM (6305 JT) Still Expects a Better FY22

Internet / eCommerce

15. Demae-can (2484 JT) Under Pressure
16. Mercari (4385 JT) Joins the Japan Cryptocurrency Business Association
17. New Matchmaking App Garnering Attention

Enterprise Software

18. Sansan’s (4443 JT) New Services, New Clients

Telecom

19. KDDI (9433 JT) in MEC PaaS PoC Move

Pharma

20. Pharma News & Moves That Caught Our Eye

Miscellaneous

21. Other News & Moves That Caught Our Eye

Market / Strategy / Macro

22. Economic Data Releases

PSA in the Press

Pelham Smithers provides background on growth in the mobile gaming market: https://gry.interia.pl/newsy/news-polskie-warcaby-maja-juz-100-mln-graczy-i-wprowadzaja-gre-z-,nId,5325253

PSA Company Visits, Tours and Interviews

• Visited: Toyota Industries (6201 JT), Ferrotec (6890 JT), Diamond Electric (6699 JT), Daifuku (6383 JT)

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