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PSA Weekly Research Wrap: No Tricks, Just Treats with Summaries of 8 Reports / 11 Key Comments / 1 Scarily Good Market Strategy Comment (week to Oct 31 - Happy Halloween)

Reports (full company / earnings flash notes) and comments from the PSA team for the week ending Friday, October 31st 2014
Reports Summary:
1. Chemicals: JSR (4185) – 1H Suggests Further Shareholder Value and Growth
2. Chemicals: Shin-Etsu (4063) – Shareholders Wanting More of a Return
3. Autos: Honda Q2: Weak Sales Performance Proves a Big Negative
4. Advantest (6857) 2Q FY14 Results Encouraging: We Argue for Upside
5. Chemicals: Kuraray (3405) – Valuation Does Not Reflect Potential
6. Autos: Isuzu (7202): Thai Recovery in Sight
7. Chemicals: Fujifilm (4901) 1H Not the Main Event: Prospects for Avigan (Ebola) are Hijacking the Narrative
8. Hoya (7741) Electronics: Hoya (7741) – FX Boost May Prove Unsustainable, Cautions CEO.
Comments:
9. Consumer Electronics: Nintendo - No Downward Revision / Sony's Smaller 2Q Loss / Panasonic Revises Up
10. Electronic Materials: Kyocera (6971) Surprise in better Telecom Equipment and Valuation Support
11. Industrial Electronics: Toshiba's (6502) on Target for a Record OP in FY14
12. Precision: Canon (7751) Helped by the Weak Yen But Struggles Continue in Printers
13. Autos: Sept Production/Exports Figures; MMC Cut FY3/15e Sales
14. Chemicals: Tokyo Ohka Kogyo (4186) Better; Hitachi Chemical (4217)
15. Auto parts: Fujikura (5803) FPCs at Full Capacity; No Surprise Given our Call on NOK (7240)
16. Internet / Communication: Mixi (2121); GungHo Online Entertainment (3765); Capcom (9697); Square Enix (9684)
17. Telecom: KDDi (9433) Surpasses Docomo at the OP Level
18. Pharma: Daiichi Sankyo (4568) – What Next? / Takeda (4502) Actos Ruling Worries
19. Elec Materials: Upward Revisions in the Apple Supply Chain: TDK, Nitto Denko Business Strategies Vindicated
For further details on the reports and 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 what you would like to look at.

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