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The Must Read PSA Weekly Research Round-up (week to June 30): Market Comment...Risk-on Trade / Nissan (7201) Report - Further Deterioration in NA Profitability Expected

PSA Japan Weekly Research Round-up for the week ending June 30th:
The Weekly Comment by Pelham Smithers (please contact our sales team for access to the full comment):
In the short term, the rotation of the market over the past three days into risk-on stocks may be just that – market rotation – but by the end of the year, we would expect to see the risk-on trade well bedded into the market...
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for access to the full reports):
1. Autos: Nissan (7201) – Further Deterioration in NA Profitability Expected
Company / Sector / Thematic Comments at a Glance (Please contact our sales team for more details):
Technology: Consumer Electronics / Gaming / Components / Industrial Electronics
1. Panasonic (6752): Retakes LiB No. 1 Spot in 2016
2. Hollywood Auditing Chinese Box-office Statistics Could be Good Timing for Sony (6758)
3. Nintendo (7974): Rebound in Switch Sales Short-lived
4. Square Enix (9684): Final Fantasy XV: A New Empire Mobile Release Disappoints FF Purists
5. Toshiba Memory Saga Time-Line: WDC Renews Bid / Toshiba Sues WDC / At War With WDC
6. Nikon (7731): Re-reports FY16 Numbers Based on IFRS
Chemicals / Electronic Materials
7. Sumitomo Chemical (4005): Bayer Tie-up in Soy Fungicides / OLED Plans Make Headlines

8. A Changed Diaper Trend in 2016
9. Fujifilm Holdings (4901): Little Reason to be Alarmed
10. Taiyo Nippon Sanso (4091) versus Showa Denko (4004) in 3D NAND Gases
Autos / Auto Parts / Machinery
11. So, it is Farewell to Takata (7312)
12. The A/C Business of Daikin (6367) vs Mitsubishi Electric (6503)
Telecom / Internet
13. Sprint in Two-Month Talks with Comcast, Charter: We See Mergers Ahead
14. Mixi (2121): Fight League Losing the Battle in the Rankings
15. GREE (3632) vs CyberAgent (4751): The Market Has Taken Opposite Views
16. Yahoo Japan (4689): Outlook Remains Positive and Valuations are Undemanding
Pharma
17. Some Good News for Chugai (4519, and Some Not So Good News for SDP (4506)
18. Nichi-iko Pharma (4541): Struck Deals to Develop Biosimilars with Third Parties

List of PSA Published Reports Since Q2 2017 to Date (please contact our sales team for a copy) 
You can also find PSA research on FactSet, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, Alpha Exchange and Bloomberg (under PSAZ or by typing in the < stock code> equity CN PSA ), or contact your sales representative.

 

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