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The Must Read PSA Weekly Research Round-Up (Week to August 25th): Reports Published - Have We Passed Peak FANG? / CyberAgent (4751) FY19 Earnings Turning Point

PSA Japan Weekly Research Round-Up for week ending Aug 25th

The Weekly Comment by Pelham Smithers: 
A bit of light has been shone into the crepuscular world of Japanese inflation... 
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request): 
1. Global Technology / Software / Internet: Have We Passed Peak FANG? 
2. Internet: CyberAgent (4751) – FY19 Earnings Turning Point 
Company / Sector / Thematic Comments at a Glance (for more details, please contact our sales team): 
Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components 
1. Sony (6758): HTC Cuts price of Vive VR Headset – Implications for the PSVR 
2. Square Enix (9684) and Sony (6758) to Tie-up on Smartphone Games 
3. Nintendo (7974): Strong Splatoon 2 Sales / Switch Update/ SNESCE Launch 
4. Toshiba (6502): State of Play with the Sale of the Memory Business 
5. MHI (7011) Sends Hitachi (6501) an Arbitration Request 
Chemicals 
6. Hi-tech (EV / LiB) Materials Firm 

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