Yearly Archives: 2019

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Dec 20

2020-01-10T14:10:42+00:00

Highlights this week: REPORTS: Dentsu (4324 JT) Boiling Frog Problem; Sansan (4443 JT) Initiation: Breathing New Life into Business Cards; Hitachi (6501 JT) – Adjusting EV/OP for Recent Activity; Honda (7267 JT) – Lacklustre Growth, Long-term Concerns; INDUSTRY INSIGHTS: Cyclical and structural issues in US video game market; US-Mexico-Canada trade agreement; Plus 25 additional COMPANY INSIGHTS

Dec 202020-01-10T14:10:42+00:00

Dec 06

2019-12-20T14:57:36+00:00

Highlights this week: REPORTS: Astellas to Acquire Audentes; Nintendo: Launch of Switch in China; INDUSTRY INSIGHTS: US auto sales rise in November on incentives, extra day; Signs of thaw in the robot market; 2020 iPhone rumours update; MACRO: Corporate Capex remains very healthy; Plus 19 additional COMPANY INSIGHTS

Dec 062019-12-20T14:57:36+00:00

Nov 29

2019-12-06T13:13:40+00:00

Highlights this week: REPORTS: Japanese Mobile Gaming MACRO: China profits down INDUSTRY INSIGHTS: Japan’s Pharma sector in 2020; How bad is the Chinese penetration of the Japanese mobile sector market?; Restaurant review sites hit by investigation; Plus 25 additional COMPANY INSIGHTS

Nov 292019-12-06T13:13:40+00:00

Nov 22

2019-11-29T14:57:53+00:00

Highlights this week: REPORTS: Softbank Corp (9434 JT): Japan’s Triangulation of Mobile, eCommerce and eFinance; Toppan Printing (7911 JT): On Paper ….; Enigmo (3665 JT): It’s All About BUYMA: MISCELLANEOUS: MTG Co Ltd (7806 JT) shares down 90% since IPO one year ago; Plus 18 INDUSTRY & COMPANY INSIGHTS

Nov 222019-11-29T14:57:53+00:00

Nov 15

2019-11-28T12:12:11+00:00

REPORTS: Market Strategy and PSA Focus List; Nissan’s (7201 JT) FY19 Q2 Results: New CFO – Trying to Do the Right Thing; Potential Merger of LINE (3938 JT) & Z Holdings (4689 JT): The Latest Move in Softbank Corp’s (9434 JT) Triangulation Story; STRATEGY: What sort of earnings season was this, and what does it suggest for the market going forward?; Plus 22 additional RESULT COMMENTS, COMPANY & INDUSTRY INSIGHTS

Nov 152019-11-28T12:12:11+00:00

Nov 08

2019-11-15T14:12:48+00:00

Highlights this week: REPORTS: Automakers and the World of New Mobility; INDUSTRY INSIGHTS: US auto sales October: mixed performance for Japan’s OEMs; COMPANY INSIGHTS: Fujifilm and Xerox finally reach an accord; Toyota Industry’s share price remains firm; Plus 26 COMPANY RESULTS & PREVIEWS

Nov 082019-11-15T14:12:48+00:00

Nov 01

2019-11-08T14:18:16+00:00

Highlights this week: INDUSTRY INSIGHTS: Chemical share moves mirror investors’ expectations; COMPANY INSIGHTS: TOYOTA reinforces its fuel cell commitment with new Mirai at Tokyo Motor Show; HITACHI, HONDA in sizable auto parts tie-up; FIAT CHRYSLER and PEUGEOT considering merger; AISIN SEIKI’S fund raising; CYBOZU’S Sep performance; PLUS 30 Company RESULTS & PREVIEWS

Nov 012019-11-08T14:18:16+00:00

Oct 25

2019-11-01T13:34:33+00:00

Highlights this week: REPORTS: Softbank Group (9984 JT): WeWork Acquisition – Comdex on Steroids?; Takeda (4502 JT), Biogen (BIIB US) & Aducanumab – Long Study Data Reveals Efficacy; Fanuc (6954 JT) FY19 Q2 Preview - Robotics Should Offset Weak FA; RESULTS: Tokyo Steel, Chugai, Shin-Etsu, Sumitomo Chem & CyberAgent; MISCELLANEOUS: Tokyo Steel (5423 JT) Produces FY19 Q2 OP Growth of 9% YoY Plus 21 COMPANY & INSIGHTS

Oct 252019-11-01T13:34:33+00:00

Oct 18

2019-10-25T12:04:39+00:00

Highlights this week: REPORTS: Sony (6758 JT): PS5 and the Future of Console Gaming; MACRO: China economy on the mend?; MISCELLANEOUS: MonotaRO (3064 JT): Highest Daily Sales Yet / Comparison with Misumi (9962 JT); Kitanotatsujin (2930 JT): 2Q OP +67%; Plus 16 INDUSTRY & COMPANY INSIGHTS

Oct 182019-10-25T12:04:39+00:00

Oct 11

2019-10-18T12:09:48+00:00

Highlights this week: REPORTS: Recruit Holdings (6098 JT): Unique company deserving a premium valuation; KH Neochem (4189 JT): Set to recover strongly from FY20 H2; MACRO: Wage situation improvement; Growing disparity between current and expected view of Japan’s economy; September housing orders show little tax impact; STRATEGY: Reading through from Market’s Response to Yaskawa Numbers; Plus 18 INDUSTRY & COMPANY INSIGHTS

Oct 112019-10-18T12:09:48+00:00