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The PSA Must Read Weekly Research Round-Up (week to Aug 10)

PSA Japan Weekly Research Round-Up for the week to Aug 10: 
The Weekly Comment by Pelham Smithers  
Ahead of August 14th's expected GDP number, we discuss Japan's inflation story................ 
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for information about accessing the full reports and Pelam's weekly comments): 
1. Japanese Politics – Abe's Waning Popularity 
2. Internet: Rakuten (4755) Q2 FY17 – A Decent Quarter but the Risk of Profit Volatility is High 
3. Industrial Machinery: IHI (7013) – Still Engine-Driven – Aero & Turbochargers 
4. Autos: Toyota-Mazda Alliance to Help Facing Future Uncertainty 
5. Software: DeNA (2432) – Weak Q1 but Improvement Expected 
Company / Sector / Thematic Comments at a Glance: 
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components 
1. Gumi (3903): Pre-launch Registration for New 3D RPG Game Strong 
2. Competition to Battery Makers from GS Yuasa (6674)'s New LiB 

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