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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

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R Jameson - new BW profile 4 Dec 2016

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