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The Must Read PSA Weekly Research Round-Up (week to Nov 17)

PSA Japan Weekly Research Round-Up for the week ending Nov 17th 

The Weekly Comment by Pelham Smithers 
Eagerly awaiting the Q4 GDP figures... 
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for information) 
1. Japanese Pharma Strategy 
Company / Sector / Thematic Comments at a Glance  
1. Sony (6758): Shows Interest in Fox Assets 
2. Comparing General Electric with Hitachi 
3. iPhone X Battery / New Models 
4. Canon (7751): Confirmation of Commemoration 
Chemicals / Electronic Materials 
5. Sumitomo Bakelite (4203): Conservative Guidance 
6. Showa Denko (4004): Strong Q3 but SGL Remains an Unknown Factor in Q4 
7. Shin-Etsu (4063): Continues to Enjoy Strong Business Conditions 
8. China's YMTC Reportedly Making Faster Progress on 3D NAND, but it May Not Matter 
9. Fujifilm Holdings (4901): Remains Ahead of Target Despite the One-time Fuji Xerox Costs 

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