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The Must Read PSA Weekly Research Round-Up: Reports on Fanuc (6954), Honda (7267)/Comments on Earnings Season/Goldilocks Scenario (week ending Nov 10)

PSA Japan Weekly Research Round-Up for the week ending Nov 10th: 
The Weekly Comment by Pelham Smithers: 
The earnings season that keeps on giving...and its psychological impact in a bull market 
Reports / Flash Notes Published This Week: Headlines at a Glance: 
1. Fanuc (6954) FY17 H1 Update & Upside – Robodrill Runner 
2. Honda (7267) – Positive Developments to Support FY17 H2 
Company / Sector / Thematic Comments at a Glance: 
Market / Strategy Comments 
1. Goldilocks Scenario Winners 
2. Swings in the Nikkei – ETF Buying 
Technology: Consumer and Industrial Electronics / Electronic Components/ Precision 
3. Square Enix (9684): Q2 Results Very Good, not Brilliant 
4. Sato Holdings (6287): A Play on one of the Market's Mega-Themes, Labour-Saving Devices 
Chemicals / Electronic Materials 
5. Stella Chemifa (4109): Less Than Stellar Results Highlight LiB Material Concerns 
6. Nissan Chemical (4021): A Quality Play, Though Sustained Growth is a Balancing Act 
7. Ube Industries (4208): Management Expects Spreads to Decline 
8. Tokyo Ohka Kogyo (4186): We Look Through the Distortions and Remain Positive 
9. Commodity Chemicals Shine, but Managements Express Reservations 
10. Asahi Kasei (3407), Sekisui Chemical (4204): Anomalies in October Housing Orders 

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