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PSA Weekly Research Wrap: 1 Strategy Comment, 6 Report Summaries and 10 Comments Worth Highlighting for the week ending Dec 5, 2014

Reports / Flash Notes Headlines at a Glance for the week ending Dec 5th:
1.   Retail: H2O (8242) – Optimism on Izumiya Revitalization
2.   CE & Gaming: Nintendo (7974) – Update on Amiibos et al.
3.   Autos: Nov US Auto Sales / Thoughts on EVs and the Oil Price
4.   Machinery: Nabtesco (6268): Lessons from Yaskawa's Shanghai plant
5.   Materials: Teijin Ltd (3401): Positive Reassessment Looks Excessive
6.   Technology: Japan Technology Update on, 'Is ''Big'' Still ''Bad''?'
Comment Headlines at a Glance:
7.   Chemicals: Mitsubishi Chemical (4188); Mitsui Chemicals (4183); Shin-Etsu Chemical (4063)
8.   Machinery/Energy: Yaskawa Electric (6506); The Oil Price and Solar
9.   SPE: SOX at 14-yr High: Our Pick is Advantest (6857) / Looking at Nikon (7731) / TEL & AMAT
10. Electronics: Moving Down the Quality Curve / Sony - PS4 China Launch Could be the Wild Card
11. Internet: Digital Garage (4819) 1Q15 OP Soars Four-Fold
12. Retail: H2O Retailing (8242) Hankyu Nov Sales +9%
13. Telecom: SoftBank (9984) Still Having to Spend on Sprint
14. Pharma: Astellas Pharma (4503) Ends Janssen Collaboration
15. Pharma: Otsuka (4578) Acquires Avanir
16. Pharma: Shionogi (4507) CB Issue / Sector Valuations / Eisai (4523) + Biogen

For further details on the reports / comments above, please see below. You can also find PSA research on Factset, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, and on Bloomberg under PSAZ or by typing in the equity CN PSA. Easier: ask your sales contact to send the notes over.

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