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Weekly News

PSA weekly research round-up for the week ending Aug 28

PSA Weekly: Highlighting Strategy Comment for the week ending Aug 28

Company/Sector/Thematic Comments at a Glance:

1. Nitto Denko (6988): Neodymium Magnet Announcement Potential Long-Term Significance

2. Sharp (6753) Discussing with JDI (6740) Restructuring its Small/Medium Panel Operations

3. Apple Supply Chain Names: Murata, Nitto Denko, Alps, Nidec, Taiyo Yuden.

4. Square Enix (SQE) (9684) Remains our Top Pick as a Multi-Platform Winner

5. Nexon (3659): A Laggard in Gaming

6. Nintendo (7974): Positive Momentum Accelerates

7. Indications from Box Office Takings of Video Game Franchises

8. Sony (6758): The Huge Importance of the Z5

9. SoftBank's (9984) Debt 

10. Ono Pharma (4528): Bucking the Trend

11. Komatsu (6301): Faltering Cost-Cutting Efforts a Concern

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