The Must Read PSA Weekly Research Round-up (week to 06 Sep)

REPORTS: Apple’s 2019 Handsets / MURATA (6981 JT): Risks vs Rewards / INDUSTRY INSIGHRTS: Outlook for global video game market / Is demand for robots picking up already? / 5G and eSports / Electronic materials: LCP and heat solutions for 5G / MACRO: Monetary base shrinks for 2nd month in a row / Plus 17 INDUSTRY & COMPANY INSIGHTS

The Weekly Comment by Pelham Smithers

As Rakuten stumbles with its MVNO roll-out, Pelham Smithers takes stock

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

1. Apple’s (AAPL US) 2019 Handsets
2. Murata (6941 JT): Risks vs Rewards

Company / Sector / Thematic Comments at a Glance

Technology: Consumer Electronics, Gaming

1. Outlook for Global Video Game Market
2. Important Nintendo (7974 JT) Direct Broadcast Initial Thoughts / Assessment

Technology: Industrial Electronics / SPE / Components / Precision

3. Nikkei Puts Positive Spin on NEC (6701 JT)
4. Fanuc (6954 JT), Hitachi (6501 JT), NTT DOCOMO (9437 JT) in 5G Factory Trial
5. Bloomberg’s View on 5G Winners 7

Chemicals / Materials

6. LCP and Heat Solutions for 5G

Autos

7. US Sales Gains for Japanese Automakers in August
8. Mazda (7261 JT) Partners Toyota (7203 JT) for Financial Services
9. Subaru (7270 JT) Launches New Legacy in the US

Auto Parts / Machinery

10. Is Demand for Robots Picking Up Already?
11. Ichikoh Industries (7244 JT) Plant Tour

Internet

12. Rakuten’s (4755 JT) Underwhelming MNO Conference
13. DeNA (2432 JT) Hit by Profit Taking
14. istyle’s (3660 JT) @cosme LUMINE Ikebukuro Store Reopens

Enterprise Software

15. NTT (9432 JT) to Sponsor MLB as it Seeks US Brand Awareness
16. NTT Data (9613 JT) Working on Cashier-less Stores

Pharma

17. Sumitomo Dainippon Pharma to Invest in Roivant Sciences

Macro

18. Monetary Base Shrinks for 2nd Month

Market

19. Burry Fund’s Small Caps Surge

PSA Company Visits, Tours and Interviews

• Visited: Asahi Kasei (3407 JT), Hitachi Chemical (4217 JT), Dexerials (4980 JT),
• Factory Visit: Ichikoh (7244 JT)
• Interviewed / Conference Call with: Toyota Industries (6201 JT)
• Results meeting: Tri Chemical Laboratories (4369 JT)
• Attended strategy / mid-term plan announcement meetings at: Ichikoh (7244 JT)

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