The PSA Must Read Weekly Research Round-Up: Reports published this week on Nissha (7915 JP); NOK (7240 JP); Sony (6758 JP) and US March Auto Sales / Pelham Smithers comments on prospects for GDP growth in Japan – (week to April 6)

The PSA Japan Research Round-Up for the week ending 06 April, 2018

The Weekly Comment by Pelham Smithers

Pelham Smithers comments on prospects for GDP growth in Japan.

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

1. Sony (6758 JP) Company Update
2. NOK (7240 JP): Soaring Seal Demand, Cost Control, Improved iPhones
3. Nissha (7915 JP): Sensing and Opportunity
4. March US Auto Sales Rise on Strong Demand for American SUVs, Fleet Sales, Incentives

Company / Sector / Thematic Comments at a Glance

(Please contact our sales team for more details):

Technology

1. Nintendo (7974 JP): To Play Down Smartphone Gaming on Switch Success – Bloomberg 
2. Gamevice Ups Ante on Patent Dispute with Nintendo (7974 JP)
3. Sony (6758 JP): Gains from Spotify IPO / Revamps PS4 Interface in US
4. Government Agrees to Issue 3 Casino Licenses
5. Aeon Fantasy (4343 JP) Broker Upgrade
6. Monex (8698 JP) Surges on Coincheck Proposal
7. Toshiba (6502 JP): Memory Division Sale
8. Are We Seeing the Death Knell of the Compact Camera?
9. March Quarter Results to be Key Indicators for Canon (7751 JP), NEC (6701 JP) Restructuring

Chemicals / Electronic Materials

10. Graphite Electrode Stocks Plunge
11. Fujifilm (4901 JP): Enjoying Success in Mirrorless
12. Japan Display (6740 JP) Sold Down on Financing

Autos

13. China Imposes Higher Tariffs on US- made EVs
14. Tesla Accident: Autopilot in the Spotlight
15. Performance of the Japanese Automakers in the US for March
16 Sales Troubles for Nissan (7201 JP)

Auto Parts / Machinery

17. Fanuc’s (6954 JP) US Auto Robotics Business
18. KHI (7012 JP) Retreats on Downward Revision

Telecom

19. Telecom Stocks on the Up

Pharma

20. Takeda’s (4502 JP) Management Enthuse on Shire Move (at the Expense of the Share Price)

Internet / eCommerce

21. Amazon Japan Raises Delivery Prices

Miscellaneous

22. ETF Purchases by the BoJ
23. Retail Sales Hit Record Level in December

List of PSA Published Reports Since Q3 2017 to Date

PSA Company Visits, Tours and Interviews

  • Visited: NOK (7240 JP); Fujikura (5803 JP)
  • Interviewed: Sumitomo Chemical (4005 JP)

*If you would like access to the full weekly and/or the reports listed, please call your PSA sales representative. If you would like to see the list of reports produced YTD, please ask you can also find PSA research on FactSet, Thomson Reuters (Reuters Knowledge, Thomson One Analytics, Starmine), Capital IQ, and Bloomberg (under PSAZ or by typing in the < stock code> equity CN PSA ), ResearchPool, RSRCHX or contact your sales representative.