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Weekly News

PSA Japan Weekly Research Round-Up for the week ending Dec 15:
The Weekly Comment by Pelham Smithers:
Pelham looks at the UK's current inflation picture, compares it to the situation in Japan, and draws conclusions about what investors' stock-picking strategies for Japan should be...............  
Reports / Flash Notes Published This Week: Headlines at a Glance: 
1. NEC (6701) – Can It Do More than Just Enjoy a Cyclical Recovery? 
2. Dexerials (4980) – Wins in Major Devices and Autos Point to a Sustainable Recovery 
3. Fuel Cell Vehicles – on a Path to Nowhere? All Major OEMs Still Committed 
Company / Sector / Thematic Comments at a Glance:
Technology: Consumer Electronics / Industrial Electronics / Electronic Components / Precision / SPE
1. Government May Ease Laws Limiting Hosting of eSports Tournaments
2. Capcom (9697): Plenty of Reasons to be Excited
3. US video Game Sales Data for November Hint that Sony May See Another Great Quarter 
4. Nintendo (7974): WSJ Report Looking for More Support in Mobile – Implications for DeNA 

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Research Team

Pelham-Smithers

Pelham Smithers (Electronics, Pharma)
Tel: +44 20 3740 5500
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Skype: pelhamsmithers

julie

Julie Boote (Autos)
Tel: +44 1326 340 159
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Skype: julie.boote

joel-scheiman

Joel Scheiman (Materials)
Tel: +813 5701 3041
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Skype: joel.scheiman.psa

William-Nestuk-web

William Nestuk (Auto Parts, Machinery)
Tel: + 81 80 6707 0080
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 TN Mar17 bw2

 

Thao Nguyen (Internet)

Tele: +44 20 3740 5507

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

 

 

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