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PSA Research Round-Up: Strategy Comment, Report Summaries & Comments Worth Highlighting for the week ending Nov 7, 2014

Reports/Flash Notes
1. Machinery: Nabtesco Corp (6268) Results and Management Meeting Feedback
2. Electrical Machinery: Konica Minolta (4902) FY3/15 Revision Still Below Consensus
3. Autos: US Oct Auto Sales/Toyota (7203) and Mazda (7261) Remain in Our of Top Picks
4. Retail: Aeon (8267) and the Daiei Rump Bid
5. Internet: Rakuten (4755) Write-up in the FT Lex Column a Tad Harsh
6. Consumer Electronics: Game on for Square Enix (9684)/Concerns on the Casino Bill
7. Consumer Electronics: Sharp (6753) – a "No Guts No Glory" Idea/Sony (6758) Console Pricing Battles and TV Service Expansion
8. Chemicals: Mitsui Chem/Tokuyama Corp/ Mitsubishi Chem/Toray/Zeon/Sumco/W-Scope
9. Telecom: SoftBank (9984) and NTT (9432) Both Cut FY14 OP

For further details on the reports and comments above, please see below. You can also find PSA research on Factset, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, and on Bloomberg under PSAZ or by typing in the equity CN PSA . Easier: ask your sales contact to send what you would like to look at.


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