The Must Read PSA Weekly Research Round-up (week to 23 Aug)

REPORTS: DAIFUKU (6383 JT): FPD Dilemma / Why are Video Games Stocks Doing So Well? / MARKET: Foreigners continue to sell Japanese equities / STRATEGY: “Growth” returns with a vengeance / Plus 13 COMPANY & INDUSTRY INSIGHTS

The Weekly Comment by Pelham Smithers

Pelham Smithers deciphers the mixed messages surrounding 5G and devises an investment strategy

Congratulations to our colleague, Thao Nguyen

It is exam results season and we are delighted to announce that our internet and e-commerce analyst Thao Nguyen has passed her final CFA exam.

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

1. Daifuku (6383 JT): FPD Dilemma
2. Why are Video Game Stocks Doing So Well?

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics, Gaming

1. Sony (6758 JT): Spider-man is Top-Grossing Film / Can Sony Make Spider-man on its Own?
2. Sony (6758 JT) to Make Multi-Platform Games?
3. Nintendo (7974 JT) – Strong Showing in US in July
4. Video Game Stocks Continue to Perform

Technology: Industrial Electronics / SPE / Components / Precision

5. EUV-Play Lasertec (6920 JT) Continues to Shine
6. Toshiba (6502 JT): Is it Finally Starting to Crack?
7. Anritsu (6754 JT): Read Across from Keysight (KEYS US)

Chemicals / Materials

8. Japan, South Korea, China…and Carbon Fiber
9. W-Scope (6619 JT) Worst Performer on Aug 21

Internet

10. Market’s Change of Heart about LINE (3938 JT) and Mercari (4385 JT)

Enterprise Software

11. IIJ’s (3774 JT) DeCurret Introduces Smartphone Exchange of Virtual Currency to e-Money

Pharma

12. Nippon Shinyaku (4516 JT) Hits Record High

Telecoms

13. SoftBank (9984 JT) to Lend to Employees (Again)?

Strategy

14. “Growth” Returns with a Vengeance

Market

15. More Foreign Selling

PSA Company Visits, Tours and Interviews

Visited: TDK (6762 JT), Zeon Corp (4205 JT), Showa Denko (4004 JT), Fujifilm Holdings (4901 JT), Mitsui Chemicals (4183 JT), Sekisui Chemical (4204 JT), Japan Display (6740 JT)
Interviewed / Conference Call with: Daifuku (6383 JT), Recruit (6098 JT) Trend Micro (4704 JT)

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