The Must Read PSA Weekly Research Round-up (week to 16 Oct)
REPORTS: GMO Financial Gate (4051 JT) / Yaskawa Electric (6506 JT) / Suga’s Digital Investment Plan / INDUSTRY INSIGHTS: What Japan stock investors should look for from the iPhone launch event / Consumption via smartphone rises / Japan’s automakers facing massive safety belt recall / Daimler’s mobility insurance venture sets an example for auto industry / Update on NASH / MACRO: China imports surge / Plus additional COMPANY INSIGHTS
The Weekly Comment by Pelham Smithers
Pelham Smithers points to lessons from the 80s as we look at opportunities from today’s Digital Transformation. Industries beset by complexity, such as shipping, are set to be the perhaps surprising beneficiaries.
Reports / Flash Notes Published This Week: Headlines at a Glance
1. GMO Financial Gate (4051 JT) – Initiation
2. Suga’s Digital Investment Plan
3. Yaskawa Electric (6506 JT) 2020 H1 Results
Company / Sector / Thematic Comments at a Glance
Technology: Consumer Electronics, Gaming
1. Expectations for New iPhone, What We Got and Who is the Winner
2. How Sony’s (6758 JT) Lidar Works
3. Sony Sees Forecasts Trimmed
Technology: Industrial Electronics and Electronic Components
4. Nidec Interested in Acquiring JATCO
Chemicals / Materials
5. Fujifilm’s (4901 JT) CDMO Business Sees Rapid Expansion
Autos
6. Honda (7267 JT) Tackles Light Truck Market in the US
7. Daimler’s Mobility Insurance Venture an Example for Auto Industry
8. Japanese Automakers Facing Massive Safety Belt Recalls
Auto Parts / Machinery
9. Yaskawa (6506 JT) Second Conference Call: Neutral Tone
10. Ferrotec Soars on Broker Upgrade
Internet / eCommerce
11. Consumption via Smartphones Rises
12. Demae-can’s (2484 JT) FY20 Results
Enterprise Software
13. Sansan (4443 JT) Shares Rise as Investors See FY20 Q1 Results as Glass Half Full
14. Sansan: What Happens When Business Cards Don’t Need Digitizing Anymore?
15. Money Forward (3994 JT) Splits Stock and Produces Steady FY20 Q3 Sales
16. RPA Holdings (6572 JT) Revises Up Lower End of OP Guidance
Pharma
17. Japan: No Covid Vaccine Before 2022
18. Update on NASH
Miscellaneous
19. Kitanotatsujin (2930 JT) 2Q FY20 OP -44% YoY
Market
20. Global Press Spotlights Japan’s Mothers Market
Macro
21. China Imports Surge
PSA Company Visits, Tours and Interviews
• Interviewed / Conference Call with: Sansan (4443 JT), Toyota Ind (6201 JT)
• Participated in presentations by: Fujifilm Holdings (4901 JT), Sumitomo Chemical (4005 JT)
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