Oct 26
PSA2018-11-02T14:04:20+00:00Highlights this week: REPORTS: The LCP opportunity in High-End Handsets/ Shin-Etsu Chemical (4063 JP) H1 FY18 Earnings Preview / Fanuc (6954 JP) FY18 Q2 Preview / Hitachi Chemical (4217 JP) FY18 H1 Results / BIG PICTURE Insights: We think the chances that Japan’s 3Q GDP will be negative are quite high / new gaming licences halted in China, is a clamp-down on the existing game market to come? COMPANY INSIGHTS: NEC’s tie-up with Samsung to sell 5G base stations in the US & Japan provides free call option / EARNINGS COMMENTS on Hitachi High-Tech (8036 JP), HCM (6305 JP), Nidec (6594 JP), CyberAgent (4751 JP)