Feb 22


Highlights this week: REPORTS: European Autos: Fight Over Diesel Heats Up, Sales Collapse Possible / INDUSTRY INSIGHTS: US Video Game stats: down across the board – console hardware, software & accessories in Jan / Fate/Grand Order is doing well in China / What to look out for at the Mobile World Congress show / Samsung’s big unfold / Japanese automakers continue to outperform in China / COMPANY INSIGHTS: Why we think Honda is shutting its Swindon plant / UK okays Huawei’s 5G / Sony’s PS5 is now out of the bag / Fujifilm’s Leukaemia research in focus

Feb 222019-03-01T15:09:16+00:00

Feb 15


Highlights this week: REPORTS: Murata (6981 JT): The new Nidec (6594 JT)? / SMC (6594 JT) Update: We Revise Our FY18 and FY19 Earnings Down/ MACRO: Japan did not go into technical recession in the Q4 / EARNINGS COMMENTS: Toshiba, KH Neochem, Ferrotec, Daikin, Rakuten, SMI, Cybozu, Recruit, PKSHA, GMO Internet, Trend Micro, Persol Holdings, Outsourcing Inc / INDUSTRY INSIGHTS: The US Commercial Dept will present its final report on auto import tariffs to the White House. We discuss implications and options / COMPANY INSIGHTS: Ichikoh had won a number of orders in the big bidding competitions this past Dec / Jan / Daikin disappointed with A/C profits falling YoY in Q3 / We remain confident in our slightly higher forecasts than company guidance for FY19

Feb 152019-02-22T15:16:07+00:00

Feb 08


Highlight this week: REPORTS: US Auto Sales for Jan 2019: SAAR Falls on Bad Weather, Government Shutdown / Ferrotec (6890 JT) – Still Semiconductor Driven / Are We Past Peak Console Gaming? / STRATEGY: We address what is priced into the tech sector and consider what companies might prove to be winners over the coming year / Consensus 2019 EBIT/Shr calls for a decline / EARNINGS COMMENTS ON: Panasonic, Rohm, Capcom, Sega Sammy, Square Enix, Nikon, Olympus, Taiyo Yuden, Comsys, Nissha, Wacom, Mitsubishi Chemical, Sumco, Toyota, Honda, Subaru, Suzuki, Mitsubishi Electric, Minebea Mitsumi, Toyoda Gosei, IHI, etc / INDUSTRY INSIGHTS: Tesla places a bet on supercapacitors with its purchase of Maxwell Tech / COMPANY INSIGHTS: 5G is not really about hardware but software. This is where NEC comes into its own.

Feb 082019-02-15T14:04:51+00:00

Feb 01


Highlights this week: REPORTS: Global Auto Sales Outlook for 2019 / CyberAgent (4751 JT) – A Disappointing FY19 Q1 Leads to a Sharp Downward Revision for the Full Year / EARNINGS: Previews on Wacom, Trend Micro / Results announcements for Sony, Canon, Nintendo, Murata, Koei Tecmo, TDK, JSR, Shin-Etsu Polymer, Shin-Etsu Chemical, Nitto Denko, Dexerials, Hitachi Chemical, Zeon, Hino, Honda, Komatsu, HCM, Koito, Fanuc, NGK Spark, ZOZO, M3, SCSK, NRI, TIS / INDUSTRY INSIGHTS: Evidence that the slowdown in smartphone sales is accelerating / Chinese excavator makers taking share from foreign makes / COMPANY INSIGHTS: Fanuc says demand currently at the bottom but Q4 will be worse than Q3 / Ford (China), GM (US), VW/Audi (Europe) slowing Denso down

Feb 012019-02-08T14:23:30+00:00
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