Nov 30


Highlights this week: REPORTS: Apple Production / Fanuc (6954 JT)- FY18 Outlook / Subaru (7270 JT) – Potential upside, with N America key to Recovery / BIG PICTURE: All-round pain for polysilicon contracts / Import tariffs remain the focus point of trade talks / Facial recognition use in the retail industry for cashier-less stores / COMPANY INSIGHTS: Views on Nissan and the alliance post Ghosn / Has Nintendo (7974 JT) Switch fallen out of favour? / Showa Denko (4004 JT) looking for new growth opportunities / Daikin (6367 JT) diversifying into refrigeration / NTT Data enters the Indian electronic payments market / Asian demand for Fanuc (6954 JT)may weaken sharply from Q3

Nov 302018-12-07T14:47:34+00:00

Nov 22


Highlights this week: REPORTS: Carlos Ghosn Arrested: Concern over future of alliance / Value Implosion in the Japanese Video game Sector / Daifuku (6383 JT) Order Visibility Play / ZOZO (3092 JT) Product Review BIG PICTURE INSIGHTS: China machine tool association officials saying recovery 6-24 months could be weighing on automation stocks / The valuation of gaming stocks have pulled back to levels that suggest they are priced for failure / COMPANY INSIGHTS: We have positive feedback after our visit to Harmonic Drive (6324 JT)

Nov 222018-11-30T14:48:02+00:00

Nov 16


Highlights this week: REPORTS: CyberAgent (4751 JT): We Still Like the AbemaTV Story / Strategy: How Well is the Chinese Economy Doing? / Interesting Visit to Alps (6770 JT) / BIG PICTURE INSIGHTS: Tariff Talks for auto imports to the US are on again / Ethylene and polyethylene come under pressure / COMPANY INSIGHTS: Valuing Softbank Holding’s NAV now we have Softbank Mobile’s IPO price / Nintendo slumps on weak guidance from Nvidia / COMPANY INSIGHTS: We think the sell-off in Ashi kasie is overdone / Oct sales at MonotaRO rose an impressive 32.7% - but you are paying heady valuations for the shares / We consider whether Subaru’s expansion was too fast, leading to question marks over quality

Nov 162018-11-22T13:23:01+00:00

Nov 9


Highlights this week: REPORTS: Video Games Industry at a Crossroads / NEC (6701 JP): One Year On / Nissan (7201 JP): Slow Progress in Balancing Selling Expenses and Volumes / MMC (7211 JP) – Further Growth Opportunities in FY19 / BIG PICTURE INSIGHTS: Smartphone handset shipments are down for a 4th quarter in a row …… / COMPANY INSIGHTS: US tariffs only impact Daikin’s A/C business; no impact on fluoropolymers / Grim times ahead for Olympus / Toshiba to get rid of US LNG business / Polycarbonate markets remain weak / Shin-Etsu Polymer hiking wafer box capacity is good news for Shin-Etsu Chemical

Nov 92018-11-16T14:50:14+00:00

Nov 2


Highlights this week: REPORTS: Toyota (7203 JP) FY18 Q2 Preview / Shin-Etsu (4063 JP) FY18 H1 Earnings Meeting – Revising Up Full Year / COMPANY INSIGHTS: Reaction to Docomo’s move to slash tariffs / FA demand could begin to recover soon in China, suggests Fanuc executive / Hitachi Chemical’s IC materials drama unfolds, with feedback from the press conference / EARNINGS COMMENTS: Impressive figures for Murata (6981 JP), Sony (6758 JP), TDK (6762 JP), Shin-Etsu (4063 JP) & IHI (7013 JP) / Disappointing figures for Panasonic, Nitto Denko, Maxell, Aisin, Suzuki, Nabtesco, NGK Spark Plug, Toyoda Gosei, ZOZO Inc, Yahoo Japan& GREE / Upgrades to full-year guidance from Komatsu (6301 JP) & Denso (6902 JP) / No change to guidance from Dexerials (4980 JP) & Capcom (9697 JP)

Nov 22018-11-14T14:05:06+00:00
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