The Must Read PSA Weekly Research Round-up (week to 18 Jun)

REPORTS: DTS Corp (9682 JT) / SOX / SPE / Diamond Electric (6699 JT) / INDUSTRY INISIGHTS: Is it post peak cycle for video game stocks? / FCVs gaining acceptance / Why SOX won’t lie down / Quantum computing attracting retail investor interest / COMPANY INSIGHTS: NEC / Samsung team wins first UK 5G OpenRAN contract / Square Enix reveals new Marvel game due out in Oct / CyberAgent launches a new game / Sony acquires UK audio content producer / Plus additional COMPANY INSIGHTS, PREVIEWS & RESULTS

The Weekly Comment by Pelham Smithers

Given the uncertainty over the macro components, it could well be that the upcoming earnings season takes on a greater role than normal, explains Pelham Smithers.

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

1. A Quick Look at DTS Corp (9682 JT)
2. Why SOX Doesn’t Seem to Want to Lie Down
3. Diamond Electric (6699 JT): Less Electrifying

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics, Gaming

1. Square Enix Reveals New Marvel Game Due Out in October
2. CyberAgent Launches a New Game
3. Is It Post Peak Cycle for Video Game Stocks?
4. Sony (6758 JT) Acquires UK Audio Content Producer

Technology: Industrial Electronics / Electronic Components / Semis & SPE

5. Quantum Computing Attracting Investor Interest
6. NEC / Samsung Team Wins First UK 5G OpenRAN Contract
7. Why Sox Won’t Lie Down
8. Other Tech Moves & News That Caught Our Eye

Chemicals / Electronic Materials

9. Who’s Who in TSMC’s (2330 TT) Tsukuba Research Project

Autos

10. Toyota (7203 JT) Breaches the ¥10,000 Mark
11. Mazda (7261 JT) Shares Cross ¥1,000 Mark
12. Mazda Updates Electrification Plan: ‘Sustainable Zoom-Zoom 2030’
13. Idea of Fuel Cell Cars Gains Acceptance

Auto Parts / Machinery

14. Fanuc Shares Nudge Up to Highest Level Since Apr 13

Internet / eCommerce

15. GA Technologies’ (3491 JT) FY21 Q2 Results
16. ZHD’s (4689 JT) New Smartphone Service

Enterprise Software

17. Profit-Taking Begins for Money Forward (3994 JT)
18. Enechange (4169 JT) to Expand Demand Response Platform Business
19. NRI (4307 JT) Compensation Plan to Issue Transfer-Restricted Stock to Execs

Pharma

20. Astellas (4503 JT) in ASP-0892-Related Writedown
21. Eisai (4523 JT) / Bristol Myers (BMY US) Licensing Deal for MORAb-202
22. Novavax’s (NVAX US) Vaccine Data is Good News for Fujifilm (4901 JT)
23. Other Pharma Moves & News That Caught Our Eye

Miscellaneous

24. Other Moves & News That Caught Our Eye

PSA Company Visits, Tours and Interviews

• Visited: Diamond Electric (6699 JT), Daikin (6367 JT), Nabtesco (6268 JT), SMC (6273 JT), Toyota Ind (6201 JT)
• Conference Calls with: GMO Financial Gate (4051 JT) MedPeer (6095 JT); email Q&A Medley Inc (4480 JT)

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