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PSA weekly research round-up for the week ending March 4th

 

PSA weekly research round-up for the week ending March 4

Reports/Flash Notes: Headlines at a Glance

1. Electronic Components: Murata (6981) – Potential to Draw Away from the Competition with LAA

2. CE: Sony (6758) – How important for Sony is the Disney deal?

3. Autos: February US Auto Sales- Strong Demand for Light Trucks Drives Market Growth

Company/Sector/Thematic Comments at a Glance:

1. Handsets Hitting Bottom? Read-across to Alps, Murata, Fanuc and Nidec

2. Sony (6758): Ghostbusters Revamp

3. Downgrades at NEC (6701) Suggest a Similar Fate, or Worse, for Fujitsu (6702)

4. Square Enix (9684): Still Chance to Take Position Ahead of a Number of Exciting Releases

5. Nintendo (7974): Positives Ahead but We Favour DeNA (2432)

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