The Must Read PSA Weekly Research Round-Up (week to 15 Sept)

Report Published on NOK (7240) / Pelham Smithers Assesses Abenomics

The Weekly Comment by Pelham Smithers

Pelham Smithers assesses Abenomics.

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

(please contact our sales team for info about obtaining the full reports)

1. NOK (7240): Q3 – Apple Cometh

Company / Sector / Thematic Comments at a Glance

(please contact our sales team for more information)

Technology: Consumer Electronics / Gaming / Industrial Electronics / Precision / Electronic Components

1. Apple’s New Launches / Start of an Apple Backlash?
2. Consumer Electronics Product Development and Inflation
3. Panasonic (6752) Finally Gains “EV Play” Status
4. Gumi (3903): FY18 Q1 Results – Looking for Record Revenues
5. Impressive Nintendo (7974) Switch Graphics
6. Tech Soaps: The Toshiba (6502) / WDC / Toshiba Memory / Apple / Bain Group Saga
7. Canon (7751): Opens a New Camera Factory in Japan to Better Utilize its Domestic Workforce
8. RFID Market Growing at 7% pa in Japan

Chemicals

9. EV / LiB-related Plays Continue to Rise
10. KH Neochem (4189): New Refrigeration Mediums Cause for Concern
11. Apple’s Launches See a Mixed Response in OLED-Related Plays
12. Mixed Performance in Housing Orders for Sekisui Chemical (4204) and Asahi Kasei (3407)

Autos

13. China Plans to Stop Selling Fossil Fuel-Powered Cars
14. Aston Martin Going Electric

Auto Parts / Machinery

15. Automation / Construction Machinery Stock Moves This Week – Plenty of New Highs

Internet

16. Trend Micro (4704): Equifax’s Data Breach Emphasises the Need for Cybersecurity

Pharma

17. Daiichi Sankyo (4568) Releases Phase I data for DS-8201 at ESMO 2017
18. Considering Astellas (4503) Now the PROSPER Trial Has Gone Well

PSA Company Visits, Tours and Interviews

  • Calls with Murata (6981), NOK (7240), Koito (7276)
  • Attended information meetings of Kuraray (3405) and Olympus (7733)

List of PSA Published Reports Since Q2 2017

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