Monthly Archives: January 2019

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Jan 25

2019-02-01T15:10:09+00:00

Highlights this week: REPORTS: NTT Data (9613 JT) – What to Expect When You’re Expecting 5G / IHI (7013 JT) – Good Prospects for FY19 / EARNINGS: We have earnings previews for Rohm, Sony, Nintendo, Asahi Kasei, Shin-Etsu Chemical, JSR, MMC, Mixi, NOK, Fanuc and CyberAgent / MACRO: Looking ahead to Japan’s Q4 GDP / COMPANY INSIGHTS: We discuss Toyota’s conquest of Europe as it looks to boost its market share / Fujitsu to introduce cloud-based document sharing product for clinical trial sites / More developments Nissan; read-across to the alliance with Renault / Supplier product glitch does not detract from our view that next year will be better for Subaru

Jan 252019-02-01T15:10:09+00:00

Jan 18

2019-01-25T13:43:18+00:00

Highlights this week: REPORTS: JSR (4185 JT) – Life at the End of the Tunnel / Japan’s App Industry in 2018 / INDUSTRY/SECTOR THEMATIC INSIGHTS: We discuss two recent events that could focus further attention on cobalt and DRC / Ocean waste and plastics is gaining more attention / COMPANY INSIGHTS: We see a mixed outlook for Indian autos which will likely put pressure on earnings at Suzuki and Maruti Suzuki / Further disruptions ahead are likely for Nissan, though the tensions with Renault may be overstated

Jan 182019-01-25T13:43:18+00:00

Jan 11

2019-01-18T12:59:16+00:00

Highlights this week: REPORTS: Nintendo (7974 JT) – A different type of 5G opportunity / Nexon (3659 JT) – Coming out of the China-Uncertainty Dungeon / What is happening with the auto market in Europe / MACRO: Former BoJ official Kazuo Momma sees a good chance the yen may hit ¥100/$ as slowing global trade tensions put investors on edge / Eco watchers survey

Jan 112019-01-18T12:59:16+00:00

Jan 04

2019-01-11T14:38:47+00:00

Highlights this week: REPORTS: The 2019 Japan Perspective / MACRO: Weak economic data sends JGB yields negative…/ MARKET: Summary of the market’s moves from Dec 25 – 28 / Potential changes to TSE 1 listing / INDUSTRY / SECTOR THEMATIC INSIGHTS: Research to augment LiB capacity / Four defensive standouts in the chemical sector in 2018 / COMPANY INSIGHTS: What now for the iPhone and the supply chain? / Might activists start eyeing the performance of Sony’s Yoshida ? / A great start to the year for NEC

Jan 042019-01-11T14:38:47+00:00