The Must Read PSA Weekly Research Round-up (week to 22 Nov)

REPORTS: Softbank Corp (9434 JT): Japan’s Triangulation of Mobile, eCommerce and eFinance / Toppan Printing (7911 JT): On Paper …. / Enigmo (3665 JT): It’s All About BUYMA / MISCELLANEOUS: MTG Co Ltd (7806 JT) shares down 90% since IPO one year ago / Plus 18 INDUSTRY & COMPANY INSIGHTS

The Weekly Comment by Pelham Smithers

As Shinzo Abe becomes Japan’s longest-serving Prime Minister, Pelham Smithers assesses the achievements of his tenure.

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

1. SoftBank Corp (9434): Japan’s Triangulation of Mobile, eCommerce and eFinance
2. Toppan Printing (7911 JT) – On Paper…
3. Enigmo (3665 JT) – It’s All About BUYMA

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics, Gaming

1. Panasonic (6752 JT) Eyeing ¥100bil in Savings
2. GSN Price a Reminder of Sony’s (6758 JT) TV / Cable Asset Value
3. Sony (6758 JT) Eyeing Network18 (NETM IN)
4. Google’s (GOOGL US) Stadia Launch
5. Video Games News Round Up
6. Casino Applications to Close July 2021

Technology: Industrial Electronics / SPE / Components / Precision

7. Rohm (6963 JT) Announces a Buy Back and Issues CB

Chemicals / Materials

8. Mitsubishi Chemical (4188 JT) to Buy Remaining Shares of Mitsubishi Tanabe Pharma (4508 JT)
9. W-Scope (6619 JT) Rises on BMW LiB News


10. Los Angeles Motor Show to Focus on Electrification
11. Europe’s Auto Sales: Not Exactly Armageddon

Auto Parts / Machinery

12. SMC (6273 JT) Rival CKD (6407 JT) Closes at 18-Month High on Semi Recovery Hopes
13. SMC (6273 JT) Up on N.A Semiconductor Orders and Nikkei Article


14. LINE (3938 JT) and ZHD (4689 JT) Have Reached a Capital Alliance MOU
15. LINE (3938 JT) and ZHD (4689 JT) Merger: Hurdles Ahead
16. Mercari (4385 JT) Continues to Rise on the LINE-ZHD Merger Story


17. Reorganizing Japan’s Pharma Sector


18. MTG Co Ltd (7806 JT) Shares Down 90% Since IPO One Year Ago

PSA Company Visits, Tours and Interviews

• Visited: TDK (6762 JT), Asahi Kasei (3407 JT), Hitachi Chemical (4217 JT)
• Interviewed / Conference Call with: Toppan Printing (7911 JT)
• Attended results / strategy / mid-term plan announcement meetings at: Fujimori Kogyo (7917 JT), Kanto Denka (4047 JT), CMK Corp (6958 JT), LINE (3938 JT) and Z Holdings (4689 JT)

PSA in the Press

Pelham Smithers comments on the global gaming market. ( )

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