The Must Read PSA Weekly Research Round-Up (to Dec 15th): Reports on NEC, Dexerials, Fuel Cell Vehicles / Must Read Comments on Capcom, Canon, MLCCs, Machinery, Rakuten in the Wireless Industry, Daiichi Sankyo

Inside the PSA Japan Weekly Research Round-Up you have:
The Weekly Comment by Pelham Smithers: 
Pelham looks at the UK’s current inflation picture, compares it to the situation in Japan, and draws conclusions about what investors’ stock-picking strategies for Japan should be.
Reports / Flash Notes Published This Week: Headlines at a Glance:
1. NEC (6701) – Can It Do More than Just Enjoy a Cyclical Recovery?
2. Dexerials (4980) – Wins in Major Devices and Autos Point to a Sustainable Recovery
3. Fuel Cell Vehicles – on a Path to Nowhere? All Major OEMs Still Committed
Company / Sector / Thematic Comments at a Glance:
Technology: Consumer Electronics / Industrial Electronics / Electronic Components / Precision / SPE
1. Government May Ease Laws Limiting Hosting of eSports Tournaments
2. Capcom (9697): Plenty of Reasons to be Excited
3. US video Game Sales Data for November Hint that Sony May See Another Great Quarter
4. Nintendo (7974): WSJ Report Looking for More Support in Mobile – Implications for DeNA
5. Panasonic (6752): Bags a Top Tier Auto Maker for LiBs
6. Cryptocurrency / Blockchain Continues to Entice Investors
7. Canon (7751): Unveils 200mm Tools
8. How is Murata (6981) Doing? – Implications of Stronger MLCC Market
9. New 5G Report Puts Impact at ¥1tril
10. Toshiba (6502) and Western Digital Reach a Settlement
Chemicals / Electronic Materials
11. LCD Alignment Film Market: Competition Expanding
12. Showa Denko (4004): Management’s Update on Strategy Fails to Inspire
13. Carbon Shares Surge on Price Hikes, Steel Makers Slump
14. Asahi Kasei (3407): Zoll Medical Wins Pentagon Contract / Strong Housing Orders
Autos
15. Hyundai Motor (005380 KS): FX Concerns Sends Shares Lower
Auto Parts / Machinery
16. Taking Stock of the Machinery Sector
17. Komatsu (6301): Eying Unmanned Construction Vehicles Thanks to Nvidia’s Chip / The Joy of Rising Commodity Prices and Mining
18. November Machine Tool Orders: Rising Both YoY and MoM
19. Nabtesco (6268): Concerns on China High-Speed Rail Orders
20. Daikin (6367): Possibly Less Impact from Impact of Higher Copper Prices
Telecom / Internet 
21. SoftBank (9984): Invests Another US$500mil in OneWeb
22. Is a Fourth Player in Wireless Really a Problem for the Other Three?
23. Rakuten (4755): To Become a Wireless Operator?
24. DeNA (2432): Partnership with Nintendo (7974) Going Well
25. CyberAgent (4751): Continues to Deliver Good News
26. Kakaku.com (2371): New Pricing Plans are Selling Well
Pharma:
27. Daiichi Sankyo (4568): Loses its Effient Patent Appeal
28. Eisai (4523): Approaching Crunch Time on AD
PSA Company Visits, Tours and Interviews:
• Strategy and earnings meeting of Showa Denko (4004), Ohara Inc (5218)
• Conference call with DeNA (2432), Kakaku.com (2371), Rakuten (4755), Showa Denko (4004), Asahi Kasei (3407)
PSA In the Press
PSA on Bitcoin derivatives in the Washington Post: https://www.washingtonpost.com/business/bitcoin-options-are-what-we-need-to-tame-this-beast-gadfly/2017/12/10/2efaab82-de0e-11e7-b2e9-8c636f076c76_story.html?utm_term=.29b5a1d1b39d 
List of PSA Published Reports since Sept 2017