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PSA weekly research round-up for the week ending July 24

 

PSA weekly research round-up for the week ending July 24

Reports/Flash
Notes: Headlines at a Glance

1. Electronic Components: JDI (6740) – Negative Press on relationship with Apple appears excessive 

2. Machinery: SMC (6273) initiation report: We expect good H1 numbers plus positive Long-Term Momentum

3. Autos: Nissan (7201) in China

Results/Company/Sector/Thematic
Comments at a Glance:

4. Apple results and our thoughts on Japan supply chain winners and losers

5. Shin-Etsu (4063) Q1 and Guidance

6. Pharma: AAIC, Biogen, Lilly and Eisai

7. Eisai's IR moves swiftly to highlight positives of Lenvima after disappointing BIIB037

8. Ono: how excited should we be about Opdivo?

9. Autos: Concerns over developments in China

10. FHI (7270 JP) :Not doing well in China, Russia, but Offset by more important US/Japan performance

11. Internet: CyberAgent (4751) – Q3 comment

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