The Must Read PSA Weekly Research Round-up (week to 07 April 2017)

Summaries of Reports Published this week on Strategy/KDDi/CyberAgent, IIJ, JOCND/US Auto Sales

Reports / Flash Notes Published This Week: Headlines at a Glance

1. Strategy: Japan Market Strategy 2017 Revisited, One Quarter In
2. Internet: CyberAgent’s (4751) AbemaTV vs IIJ’s (3774) JOCND JV with TV Broadcasters
3. Telecoms: KDDi (9433) Visit Feedback – Booming “Life Design Business” a Focus
4. Autos: US Sales in March – SAAR Drops to Lowest Level in 12 Months

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics / Industrial Electronics / Gaming

1. Nintendo (7974): “Warpgate”
2. Universal Music / Spotify Deal is Good News for Sony (6758)
3. Sharp (6753): Watch Out for the Effects of the ‘C’ Share Conversion
4. Battle Between Fujitsu (6702) and Giken Kogyo’s Chairman, Beji Sasaki, for Solekia (9867)
5. Konami (9766): Read-across From Interview on Casinos in Japan / Universal Entertainment (6425)
6. Nikon (7731): Moving to a ROIC-based Business Model

Chemicals / Electronic Materials

7. Thoughts on the Apple A11 Processor and the Materials Suppliers


8. Mazda (7261): Share Performance Suffering due to Currency


9. Yaskawa Electric (6506): Reality Check
10. The Heavies – It’s All About Management


11. CyberAgent (4751) Firing on All Cylinders
12. We Rain on GREE’s (3632) Parade
13. Amazon Japan’s Logistics Problems: Read-across to eCommerce Rivals


14. Chugai (4519) Update: Great Company, Great Potential…Shame About the Valuations
15. Good News for Cyberdyne (7779) as MoH&W is Introducing Care-use Robot Subsidies
16. Kyowa Hakko Kogyo (4151): Phase III for “Moga” Meets Primary Endpoint
17. Heptares, Sosei’s (4565) Subsidiary, Receives Another Milestone Payment

You can also find PSA research on FactSet, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ,  Bloomberg (under PSAZ or by typing in the < stock code> equity CN PSA ) and Alpha Exchange, or contact your sales representative.