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The Must Read PSA Weekly Research Round-Up (week ending March 24): Reports Published on NOK (7240) and Toyota (7203)

PSA Japan Weekly research round-up for the week ending March 23rd:
Reports/Flash Notes: Headlines at a Glance (full reports available upon request):
1. Toyota (7203) FY17 Outlook – Toyota's Achilles Heel: North America
2. NOK (7240): Visit Feedback – Two Negative Surprises
Company/Sector/Thematic Comments at a Glance (Please ask for more details):
Technology: Electrical Components / SPE / Industrial Electronics / Consumer Electronics / Gaming
1. Murata (6981): IHP SAW Filter for the 2.4GHz ISM Band – This Matters / Artic Sands Purchase
2. Where are we in the Semiconductor Cycle? Opportunities in Japan
3. Semiconductor BB Ratios: Data Remains Strong – Read-Across to Ferrotec (6980)
4. Ferrotec (6890): 19.5% Dilution from Rights Issue
5. Hitachi Group in a New Round of Asset Shuffling

6. Announcements from Nintendo (7974), Sega Sammy (6460)
7. Square Enix (9684): Battalion 1944 Attracting Attention but Capcom's (9697) Offerings Wane
8. Toshiba (6502): Might it IPO the Flash Business?
Chemicals / Electronic Materials
9. Hitachi Chemical (4217): Steps Up Activity in Biotech and Batteries
10. Sawafuji Electric (6901): A New Source for Hydrogen – Shares +95% WoW; Read-Across to Iwatani (8088)
11. Nissha Printing (7915): A Tough Year, but What is to Follow?
Telecom
12. SoftBank (9984): Pulls out of Smartphone Investment – it's a Vision Thing
Internet
13. CyberAgent (4751): Positive Developments Continue
14. mixi (2121): Expansion of the Media Platform Business Doesn't Improve the Risk Profile
15. DeNA (2432): Neutral Stance Maintained
PSA Visits Record:
This week PSA visited NOK (7240)
If you would like access to the full reports, please call your PSA sales representative.
You can also find PSA research on FactSet, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, Bloomberg (under PSAZ or by typing in the < stock code> equity CN PSA ) and Alpha Exchange, or contact your sales representative

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