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Weekly News

PSA Japan Weekly Research Round-Up for the week ending Oct 13th:
The Weekly Comment by Pelham Smithers:
Pelham Smithers discusses the whys and wherefores of Japan's love affair with blockchain.
Company / Sector / Thematic Comments at a Glance:
Macro / Politics:
1. Polls Give Abe Strong Majority
2. Nikkei 225 Members Under Scrutiny:
3. Seven & I (3382): Positive Earnings Season Bellwether
Technology: Consumer and Industrial Electronics / Electronic Components
4. Sony (6758): Is Netflix a Problem? / Disappointing Start for Blade Runner 2049
5. Panasonic (6752): Tesla Model 3 Production Issues Offset by Strong X and S Demand
6. Square Enix (9684): Flame vs Blaze a Damp Squib
7. DRAM Prices Surging: IC Theme Laggards Points to Material Suppliers
Chemicals / Electronic Materials
8. Japan Display (6740): Panel Prices to Remain a Worry

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

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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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