Sept 28
PSA2018-10-19T13:20:05+00:00Highlights this week: BIG PICTURE: Spotlight back on EV and LiBs / NAND / DRAM prices continue to fall / Trade talks / Suga going after Pachinko / A slew of positive macro data / COMPANY INSIGHTS: Pelham Smithers discusses the impact of Sony conceding on cross play for Fortnite / Mura’s new MLCC factory is seen as a positive step in supplying high-capacitance MLCCs for xEV industry / Softbank (9984 JP) – Japan’s new internet darling / Thao Nguyen notes Recruit (6098 JP) continues to benefit from Japan’s tight labour market