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The Must Read PSA Weekly Research Round-UP (week to July 7)

PSA Japan Weekly research round-up for the week July 7:
The Weekly Comment by Pelham Smithers (full comment available upon request): 
Japan is doing well. This is the message from the latest Tankan figures, released at the beginning of the week... and the indications are that the Japanese economy is moving from a "Goldilocks" situation to an over-heating one. What will FY17 Q1 earnings results tell us...are full year forecasts too conservative?
Reports / Flash Notes Published This Week: Headlines at a Glance (please contact our sales team for more information) 
1. Autos: June US Auto Sales – The Japanese Big 3 Outperform
Company / Sector / Thematic Comments at a Glance (Please contact our sales team for more information):
Technology: Consumer Electronics / Gaming / Components / Industrial Electronics
1. Panasonic (6752): Has it Had its Run? – We Think Not
2. Nintendo (7974): Slumps on WSJ Article / PS4 Sales Continue to Outpace Switch Sales
3. Sony (6758): Summer Box Office Outlook
4. Square Enix (9684): Poor Reviews for Final Fantasy XV: A New Empire
5. Qualcomm (QCOM US): Threatens to Halt iPhone Imports to the US
6. The Toshiba Memory Tussle: SK Hynix, Bain, Western Digital, Hon Hai, Macronix
7. Samsung (005930 KS): To Spend US$18.6bil over 4 Years on Memory

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