Monthly Archives: January 2020

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Jan 31

2020-02-13T11:29:43+00:00

Highlights this week: REPORTS: Cybozu (4776 JT) – Olympic-paced Growth for an Olympic Year; Tosoh (4042 JT) Initiation; Fanuc (6954 JT) FY19 Q3 Results: Orders Weak and No Recovery for Robomachines; RESULTS: NEC - Issue of Trust; Nintendo Q3 Not Brilliant but Good; Canon puts the squeeze on Canon Electronics; Koa’s results – a read across to Murata?; Koei Tecmo’s Q3 OP +24%; Shin-Etsu Chemical’s resilient trend; JSR’s life sciences maintain an upward trend; MISCELLANEOUS: Regenerative medical stocks moving; Plus INDUSTRY & COMPANY INSIGHTS

Jan 312020-02-13T11:29:43+00:00

Jan 24

2020-01-31T15:05:17+00:00

Highlights this week: REPORTS: Square Enix (9684 JT) – Looking Beyond FY19; EU Proposed Moratorium on Facial Recognition: Implications for NEC (6701 JT); RESULTS: Nidec’s FY19 3Q disappoints; Disco’s FY19 3Q – good and not so good; MACRO/MISCELLANEOUS Japan’s exports underscore Old Economy / New division; Why are we getting parent / child battles?; China virus-related moves this week; Plus 26 additional INDUSTRY & COMPANY INSIGHTS

Jan 242020-01-31T15:05:17+00:00

Jan 17

2020-01-24T14:54:32+00:00

Highlights this week: REPORTS: LCD & OLED Market Outlook; iPhone Assumptions; MACRO: Machine tool orders -34% YoY in Dec; One-offs boost November core machinery orders +18% MoM; possible summer recovery? INDUSTRY INSIGHTS: Why web-based SaaS is becoming the Holy Grail for Japan’s enterprise software companies: China exposure for machinery plays; Plus 19 COMPANY INSIGHTS

Jan 172020-01-24T14:54:32+00:00

Jan 10

2020-01-17T13:39:47+00:00

Highlights this week: REPORTS: Yaskawa (6506 JT) FY19 Q3 Preview: Weak Q3 Could be Lower Than Expected; Yaskawa (6506 JT) FY19 Q3 Results: OP -82% YoY / Robotics & China Weak; US Auto Market Shows Resilience in 2019; Carlos Ghosn Speaks Out; Plus 15 INDUSTRY & COMPANY INSIGHTS

Jan 102020-01-17T13:39:47+00:00