The Must Read PSA Weekly Research Round-up (week to 06 Jan)

Highlighting the Japan Perspective 2017

Reports / Flash Notes: Headlines at a Glance

1. Strategy: Japan Perspective 2017
2. Autos: Dec 2016 US Auto Sales: Seven Fat Years

Company / Sector / Thematic Comments at a Glance


1. China Unveils US$44bil 5G Plan; Not Japan, Not South Korea

Technology: Consumer Electronics / Games / Electronic Components/ Precision

2. Apple to Cut iPhone Production 10%
3. Microsoft’s Surface 5 to be 4G-Compliant?
4. Toshiba (6502): End of Year Sell-off
5. Panasonic (6752): Refocusing on Energy
6. Tesla Gigafactory Sees First Batteries Out the Door
7. Sony (6758): Returning to OLED TV Market in 2017
8. Kyocera (6971): To Sell Overseas Directly, Rather Than Through AVX
9. Olympus (7733): Settling Lawsuits
10. Sakai Display to Build 10.5G Plant in China
11. Nintendo (7974) and DeNA (2432): SMR Monetization Debate

Chemicals / Electronic Materials

12. The Year that Was for Chemicals
13. Low 10nm yields potentially positive for Shin-Etsu Chemical (4063)
14. Sumco (3436): Prices to Rise by 10%?
15. Mitsui Chemicals’ (4183) Fortunes Count on Firm a US Auto Market
16. Sumitomo Rubber (5110) and Mitsui & Co (8031) Acquire Market Share

Autos / Auto Parts

17. It Was Only a Matter of Time: Now Trump Targets Toyota (7203)
18. Ford Cancels Mexico Plant – Implications for Toyota (7203)
19. Takata (7312): Close to Reaching a Settlement


20. GungHo (3765) Kicks Off 2017 on a High Note
21. Mixi’s (2121) First Movie Receives a Warm Reception
22. Confidence in the Japanese Music Streaming Industry Remains Strong


23. Main Contributors to Topix Move in 2016e

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