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The Must Read PSA Weekly Research Round-Up (week to Oct 13th)

PSA Japan Weekly Research Round-Up for the week ending Oct 13th:
The Weekly Comment by Pelham Smithers:
Pelham Smithers discusses the whys and wherefores of Japan's love affair with blockchain.
Company / Sector / Thematic Comments at a Glance:
Macro / Politics:
1. Polls Give Abe Strong Majority
2. Nikkei 225 Members Under Scrutiny:
3. Seven & I (3382): Positive Earnings Season Bellwether
Technology: Consumer and Industrial Electronics / Electronic Components
4. Sony (6758): Is Netflix a Problem? / Disappointing Start for Blade Runner 2049
5. Panasonic (6752): Tesla Model 3 Production Issues Offset by Strong X and S Demand
6. Square Enix (9684): Flame vs Blaze a Damp Squib
7. DRAM Prices Surging: IC Theme Laggards Points to Material Suppliers
Chemicals / Electronic Materials
8. Japan Display (6740): Panel Prices to Remain a Worry

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