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The Must Read PSA Weekly Research Round-Up (week ending Feb 24, 2017)

PSA Japan weekly research round-up for the week ending Feb 24th:
Reports / Flash Notes: Headlines at a Glance:
1. Nissan (7201): Carlos Ghosn Steps Down as CEO – What Are the Main Risks?
2. CyberAgent (4751) – Risk-Reward Remains Attractive
Company / Sector / Thematic Comments at a Glance:
Technology: Consumer Electronics / Gaming
1. Sony (6758): Limiting PS Now to PS4, PC / Sony Pictures and Anime
2. Capcom (9697): Resident Evil 7 Shipments Hit 3mil
3. Square Enix's (9684)'s Nier Automata well reviewed
4. Mixed Views on Casino Development in Japan
Technology: Industrial Electronics / Electronic Components
5. TDK (6762) will supply Tab S3 – Yonhap

6. SAW filter market to grow 6.9% pa through 2024: TDK (6762), Murata (6981)
7. Toshiba (6502): ... the Saga rolls on
8. Fujitsu (6702): Lenovo (992 HK) Deal Almost Finalized...But Maybe Not a Great Deal
Chemicals / Electronic Materials
9. Sumco (3436): The Conundrum of Leading-edge Wafers
Telecom
10. SoftBank (9984): Sprint / T-Mobile Back in Play, Vision Fund
Internet
11. GREE (3632): Encouraging Developments in the Non-Game Business
12. Implications for Recruit Holdings (6098) as Companies Battle a Tight Labour Market
13. Rakuten (4755): Share Buyback Temporarily Downplays the Unexciting Earnings Prospects
14. LINE (3938) strengthens tie with Snow to catch up with Snap
Transportation
15. Power Shift Between Parcel Handlers and e-Commerce at Last?
Machinery / Auto Parts
16. Short-Sell Target SMC (6273) et al. Shrug off Concerns Expressed in 2016; NOK Optimism
Pharma
17. Snippets on Cellseed (7776), Chugai (4519), Otsuka (4578), DSK (4568)

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