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Weekly News

PSA Japan weekly research round for Easter week April 13th:
The Weekly Market Comment Pelham Smithers (available upon request):
Reports/Flash Notes: Headlines at a Glance (full reports available upon request):
1. Pharma: Peptidream (4587) and the Deal with J&J
2. Technology: Bullish Outlook on HDDs from Seagate's CEO – Read Across to Supply Chain
3. Pharma: Sumitomo Dainippon Pharma (4506): Engineering a Recovery – Never as Easy as Falling Off a Cliff
Company/Sector/Thematic Comments at a Glance (Please ask for more details):
Technology: Consumer Electronics / Industrial Electronics / Gaming
1. Sony (6758): Hopes for Enterprise Solutions with New ePaper Tablet
2. Square Enix (9684): DQXI Release Date – 29th July – Should Be a Very Nice Earner for FY17
3. Nintendo (7974): Announces Line-up for Switch
4. Ricoh (7752) Exits Cameras...But There are Bigger Problems to Consider
5. Toshiba (6502): High Noon / Is there a readthrough to the rest of Japan Inc?...
6. New Bid from Sasaki-san for Solekia (9867): Your Turn, Fujitsu (6702)
7. Apple (APPL US) Getting Tougher on IC IP Providers

Read more...

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.

 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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