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The Must Read PSA Weekly Research Round-Up (week to Sept 15th): Report Published on NOK (7240) / Pelham Smithers Assesses Abenomics

PSA Japan Weekly Research Round-Up for the week ending Sept 15: 
The Weekly Comment by Pelham Smithers
Pelham Smithers assesses Abenomics. 
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for info about obtaining the full reports): 
1. NOK (7240): Q3 – Apple Cometh 
Company / Sector / Thematic Comments at a Glance (please contact our sales team for more information): 
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components 
1. Apple's New Launches / Start of an Apple Backlash? 
2. Consumer Electronics Product Development and Inflation 
3. Panasonic (6752) Finally Gains "EV Play" Status 
4. Gumi (3903): FY18 Q1 Results – Looking for Record Revenues 
5. Impressive Nintendo (7974) Switch Graphics 

6. Tech Soaps: The Toshiba (6502) / WDC / Toshiba Memory / Apple / Bain Group Saga 
7. Canon (7751): Opens a New Camera Factory in Japan to Better Utilize its Domestic Workforce 
8. RFID Market Growing at 7% pa in Japan 
Chemicals 
9. EV / LiB-related Plays Continue to Rise 
10. KH Neochem (4189): New Refrigeration Mediums Cause for Concern 
11. Apple's Launches See a Mixed Response in OLED-Related Plays 
12. Mixed Performance in Housing Orders for Sekisui Chemical (4204) and Asahi Kasei (3407) 
Autos 
13. China Plans to Stop Selling Fossil Fuel-Powered Cars 
14. Aston Martin Going Electric 
Auto Parts / Machinery 
15. Automation / Construction Machinery Stock Moves This Week – Plenty of New Highs 
Internet 
16. Trend Micro (4704): Equifax's Data Breach Emphasises the Need for Cybersecurity 
Pharma 
17. Daiichi Sankyo (4568) Releases Phase I data for DS-8201 at ESMO 2017 
18. Considering Astellas (4503) Now the PROSPER Trial Has Gone Well 
PSA Company Visits, Tours and Interviews: 

  • Calls with Murata (6981), NOK (7240), Koito (7276) 
  • Attended information meetings of Kuraray (3405) and Olympus (7733) 

List of PSA Published Reports Since Q2 2017 
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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