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The Must Read PSA Weekly Research Round-Up (Week to Sept 29th)

PSA Japan Weekly Research Round-Up for the week ending Sept 29:
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for more info):
1. Graphite Electrode Market – Hopes for Higher Graphite Prices Amid Industry Restructuring
Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Politics:
1. Oct 22nd Elections – a Two-Horse Race Now?
Technology: Consumer and Industrial Electronics / Electronic Components
2. Telecom Network Testing-Plays Rise: Anritsu (6754) / Artiza Networks (6778)
3. Toshiba (6502): Toshiba Memory Sale: Perhaps a Fitting End to Act One
4. Apple Supply Chain: Similar Comments about a Pick Up in H2 from NOK and Alps
Chemicals / Electronic Materials
5. Shin-Etsu Chemical (4063): Hiking Prices in Texas after Harvey
6. Sumitomo Chemical (4005): Nucleic Acid Drug Exposure Raised – Read-across to Nitto Denko
7. Japanese M&A: Many Different Strategic Approaches
8. Hoya (7741): Investment in the Acquisition of Toshiba Memory
9. iPhone X – For Want of a... Facial Recognition Sensor
10. Japan Display (6740): LCD Screens to Still Be Used in Future iPhones?
11. LiB Plays Hoovered Up on News that Dyson is to Enter the EV Market

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