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The PSA Must Read Weekly Research Round-Up: Reports published on IHI, Shin-Etsu Chem, Toyota, Asatsu-DK and Sept US Auto Sales (week to Oct 6th)

PSA Japan Weekly Research Round-Up for the week ending Oct 6th: 
The Weekly Comment by Pelham Smithers:
What to expect from the September quarter results season
Reports / Flash Notes Published This Week: Headlines at a Glance:
1. IHI (7013): Reducing Risk – ¥14bn Buffer Revisited
2. Shin-Etsu Chemical (4063): Earnings Growth Increasingly Driven by Electronics
3. Toyota (7203): Concerns over US and Expenses, but Positive Long-term Outlook
4. September US Auto Sales: Performance Lifted by Replacement Demand, Fleet Sales, Discounts
5. Asatsu-DK (9747): Are the Chances of a Counter Bid by WPP Being Underplayed?
Company / Sector / Thematic Comments at a Glance (for more details, please contact or sales team):
Macro / Politics:
1. Increased Risk of Goldilocks Overshoot
2. Tankan Hits a Post-Lehman High
3. Koike Set to Field 192 Candidates in Lower House Election
Technology: Consumer and Industrial Electronics / Electronic Components
4. Panasonic (6752): Benefiting from Tesla Success in China / Tesla Selects SDI

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