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The Must Read PSA Weekly Research Round-Up (week ending March 31, 2017)

PSA Japan Weekly Research Round-up for the week end March 31st:
Reports/Flash Notes: Headlines at a Glance (full reports available upon request):
1. Consumer Electronics: Sony (6758) – Long Term Earnings Drivers Coming to the Fore
Company/Sector/Thematic Comments at a Glance (Please ask for more details):
Technology: Consumer Electronics / Industrial Electronics / Gaming
1. Toshiba (6502): Westinghouse, Toshiba Memory, the HDD Business / Toshiba Memory Spinoff
2. China Can't Bid for Toshiba, so Invests in its own 3D NAND – Big Time
3. Government Winding Up to Move Against Gambling – Read-Across to Pachinko Plays
4. Just Consider: Hon Hai paid ¥88/share for Sharp (6753) – which closed this week at ¥470
Chemicals / Electronic Materials
5. JSR (4185): Better February Tech and Rubber Sales, but Some Reasons for Caution
6. Hodogaya Chemical (4112) and the Canon Tokki OLED Bottleneck: Some Relief in Sight?
7. Mitsubishi Tanabe (4508): Getting Rid of its Generics Business – to Nipro Corp (8086)

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