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The MUST READ PSA Weekly Research Round-up (week to Jan 20): Reports published on Defensive Sector Strategy / Yahoo Japan / NOK

PSA Japan weekly research round-up for week ending Jan 20:
Reports / Flash Notes: Headlines at a Glance:
1. Strategy: Defensive Sectors – Telcos and Pharma: Telco offers a Hedge to the Risk-on Trade
2. Internet: Yahoo Japan (4689): The Road to a Brighter Future
3. NOK (7240): At a Discount & Poised to Recover
Company/Sector/Thematic Comments at a Glance:
Technology: Industrial Electronics / Electronic Components / Precision
1. Toshiba (6502) Considers Spinning Off 20% of its Chip Business to WDC / Write-offs Mount / LNG Exposure
2. ASML (ASML NA) EUV Orders Imply the End of Nikon's (7731) Leading-Edge Lithography
Electronic Materials / Chemicals
3. A look at EUV Customers and Materials Suppliers

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