Dec 31


Highlights this week: REPORTS: Out now: the PSA Japan Perspective 2021 INDUSTRY INSIGHTS: PC component shortages abound Materials manufacturers’ shares mixed MACRO: Jobs offers : applicants / CPI / Nov IP / Suga’s popularity COMPANY RESULTS / FORECASTS: Cybozu’s investments for growth will depress FY21 OP by 50%+ Demae-Can’s results disappoint the market Plus additional COMPANY INSIGHTS

Dec 312021-01-15T16:34:47+00:00

Dec 24


Highlights this week: COMPANY INSIGHTS: Cyberpunk 2077 and the Sony brand Capcom showcases Monster Hunter Rise Cybozu’s strong November Oracle Japan FY20 H1: steady as she goes ENECHANGE’s explosive IPO debut MACRO: Japan Dec bonuses down 9% YoY INDUSTRY INSIGHTS: Automakers in India to raise prices MLCC makers considering price hikes Plus additional COMPANY INSIGHTS

Dec 242020-12-31T11:14:13+00:00

Dec 18


Highlights this week: REPORTS: A look at Yappli’s upcoming IPO Nidec (6594 JT) as an EV play MACRO: Tankan better than expected; PMI disappointed, as did CPI Solid China data for November What to keep an eye on over Christmas INDUSTRY INSIGHTS: DRAM prices rising COMPANY INSIGHTS: Cult hit game Among Us has arrived on Switch Mobile update: Just Cause IP coming to mobile in 2021; Street Fighter slides Plus additional COMPANY INSIGHTS

Dec 182020-12-24T14:55:03+00:00

Dec 11


Highlights this week: REPORTS: Sansan Inc (4443 JT) INDUSTRY INSISIGHTS: Japan unveils its hydrogen program Digital console game sales struggling MACRO: Q3 GDP / Nov household spending and bankruptcies COMPANY INSIGHTS: New NEC contracts underscore changing business Update on Kuroda Precision’s in-vogue Fastec system Might NTT push through a merger of the NEC and Fujitsu telecom equipment businesses? Plus additional COMPANY INSIGHTS

Dec 112020-12-18T14:38:26+00:00

Dec 04


Highlights this week: REPORTS: Daifuku (6383 JT) Mazda (7261 JT) GA Technologies (3491 JT) MACRO: Oct industrial production and job offers: applicants INDUSTRY INSIGHTS: Mobile game revenues continue to impress Japan to phase out ICEs, Toyota’s dominance set to increase COMPANY INSIGHTS: NEC starts offering 5G as a service Update on Nanobridge Plus additional COMPANY & INDUSTRY INSIGHTS

Dec 042020-12-11T15:57:02+00:00

Nov 27


Highlights this week: REPORTS: BASE Inc (4477 JT) Daikin (6367 JT) INDUSTRY INSIGHTS MLCCs and semiconductors: two sides of the same coin Mixed outlook for US auto sales financing business EV-plays sparking interest Request for easier renewable energy regulations COMPANY INSIGHTS: PS5 shortage continues Nintendo taps Sharp for Switch production New rice-milling game becoming a cult hit for Marvellous Plus additional COMPANY INSIGHTS

Nov 272020-12-04T14:18:10+00:00

Nov 20


Highlights this week: REPORTS: Nintendo (7974 JT) Murata (6981 JT) Our impressions from the Automobilwoche auto conference MACRO: Japan GDP Rebounds Nicely Is deflation returning to Japan? INDUSTRY INSIGHTS: EUV – growing market means competition COMPANY INSIGHTS: Price of a PS5 – if you can get one The trouble with Nintendo… Capcom’s ransomware attack Plus additional COMPANY INSIGHTS & RESULTS

Nov 202020-11-27T14:05:44+00:00

Nov 13


Highlights this week: REPORTS: Global Payments: Revolution or Evolution? An Update on the Global March Towards Cashless Societies Honda Motor (7267 JT) INDUSTRY & COMPANY INSIGHTS: Can you genuinely monetize podcasts? FDA outside panel nixes aducanumab MACRO: Japan’s impressive FY20 2Q business performance Plus additional COMPANY INSIGHTS & RESULTS

Nov 132020-11-20T13:36:47+00:00

Nov 06


Highlights this week: REPORTS: NEC (6701 JT) Fujifilm Holdings (4901 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: FDA paper gives a thumb up to aducanumab 5G capex back in the news October US auto sales Company Insights NEC in Docomo SA 5G core vendor win Sony key in TikTok deal / set to buy Crunchyroll Nidec plans to build European EV motor plant Plus additional COMPANY INSIGHTS & RESULTS

Nov 062020-11-13T14:05:14+00:00

Oct 30


Highlights this week: REPORTS: • Honda (7267 JT) • Fanuc (6954 JT) EARNINGS RELEASES: • Sony FY20 2Q OP +15% YoY • Lasertec 1Q FY21 +217% YoY • Canon 3Q FY20 OP better than expected • Koei Tecmo 2Q FY20 OP +64% YoY • KDDI 2Q FY20 OP +1% Plus additional EARNINGS RELEASES

Oct 302020-11-06T13:46:34+00:00
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