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The Must Read PSA Weekly Research Round-up (week to June 30): Market Comment...Risk-on Trade / Nissan (7201) Report - Further Deterioration in NA Profitability Expected

PSA Japan Weekly Research Round-up for the week ending June 30th:
The Weekly Comment by Pelham Smithers (please contact our sales team for access to the full comment):
In the short term, the rotation of the market over the past three days into risk-on stocks may be just that – market rotation – but by the end of the year, we would expect to see the risk-on trade well bedded into the market...
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for access to the full reports):
1. Autos: Nissan (7201) – Further Deterioration in NA Profitability Expected
Company / Sector / Thematic Comments at a Glance (Please contact our sales team for more details):
Technology: Consumer Electronics / Gaming / Components / Industrial Electronics
1. Panasonic (6752): Retakes LiB No. 1 Spot in 2016
2. Hollywood Auditing Chinese Box-office Statistics Could be Good Timing for Sony (6758)
3. Nintendo (7974): Rebound in Switch Sales Short-lived
4. Square Enix (9684): Final Fantasy XV: A New Empire Mobile Release Disappoints FF Purists
5. Toshiba Memory Saga Time-Line: WDC Renews Bid / Toshiba Sues WDC / At War With WDC
6. Nikon (7731): Re-reports FY16 Numbers Based on IFRS
Chemicals / Electronic Materials
7. Sumitomo Chemical (4005): Bayer Tie-up in Soy Fungicides / OLED Plans Make Headlines

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