Raising the bar for market intelligence

The Must Read PSA Weekly Research Round-up (week to Apr 7,2017): Summaries of Reports Published this week on Strategy/KDDi/CyberAgent, IIJ, JOCND/US Auto Sales

PSA Japan weekly research round-up for the week ending April 7th:
Reports/Flash Notes: Headlines at a Glance:
1. Strategy: Japan Market Strategy 2017 Revisited, One Quarter In
2. Internet: CyberAgent's (4751) AbemaTV vs IIJ's (3774) JOCND JV with TV Broadcasters
3. Telecoms: KDDi (9433) Visit Feedback – Booming "Life Design Business" a Focus
4. Autos: US Sales in March – SAAR Drops to Lowest Level in 12 Months
Company/Sector/Thematic Comments at a Glance:
Technology: Consumer Electronics / Industrial Electronics / Gaming
1. Nintendo (7974): "Warpgate"
2. Universal Music / Spotify Deal is Good News for Sony (6758)
3. Sharp (6753): Watch Out for the Effects of the 'C' Share Conversion
4. Battle Between Fujitsu (6702) and Giken Kogyo's Chairman, Beji Sasaki, for Solekia (9867)

5. Konami (9766): Read-across From Interview on Casinos in Japan / Universal Entertainment (6425)
6. Nikon (7731): Moving to a ROIC-based Business Model
Chemicals / Electronic Materials
7. Thoughts on the Apple A11 Processor and the Materials Suppliers
8. Mazda (7261): Share Performance Suffering due to Currency
Machinery / SPE
9. Yaskawa Electric (6506): Reality Check
10. The Heavies – It's All About Management
11. CyberAgent (4751) Firing on All Cylinders
12. We Rain on GREE's (3632) Parade
13. Amazon Japan's Logistics Problems: Read-across to eCommerce Rivals
14. Chugai (4519) Update: Great Company, Great Potential...Shame About the Valuations
15. Good News for Cyberdyne (7779) as MoH&W is Introducing Care-use Robot Subsidies
16. Kyowa Hakko Kogyo (4151): Phase III for "Moga" Meets Primary Endpoint
17. Heptares, Sosei's (4565) Subsidiary, Receives Another Milestone Payment
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.

Admin Area