Monthly Archives: May 2020

May 29

2020-06-05T16:08:04+00:00

Highlights this week: REPORTS: Z Holdings (4689 JT) NRI (4307 JT) MinebeaMitsumi (6479 JT) MACRO: Could, should, the economy have been worse last month? COMPANY RESULTS / INSIGHTS Sony slashes PSVR Mega Pack price / Sony’s June 3 event expected to be PS5 unveil SQE’s games moving up the charts Hitachi’s FY19 4Q OP +178% YoY Plus additional COMPANY INSIGHTS & RESULTS

May 292020-06-05T16:08:04+00:00

May 22

2020-05-29T16:48:16+00:00

Highlights this week: REPORTS: Sony (6758 JT) Industry Insights Global governments to introduce additional support measures for EVs Washington-Beijing Huawei spat hits suppliers Chemical earnings: where we stand MACRO / MARKET Topix inches towards 1500 Interesting PMI data The schizophrenic world of Japanese tech names Plus additional COMPANY RESULTS, PREVIEWS & INSIGHTS

May 222020-05-29T16:48:16+00:00

May 15

2020-05-22T14:49:51+00:00

Highlights this week: REPORTS: Shin-Etsu Chemical (4063 JT) Nintendo (7974 JT) INDUSTRY INSIGHTS: Segmenting the B2B IT sector Global auto sales plunge in April Relief for automakers as huge airbag recall is out on hold Will Covid-19 accelerate Japan’s medical data digitisation? China auto sales declining in May EARNINGS PREVIEWS / RESULTS Nintendo FY19 OP ¥352bil +41% YoY Colopl: FY20 2Q OP ¥3.56bil vs ¥0.69bil Capcom forecasts ¥25.5bil in FY20 OP Plus additional EARNINGS PREVIEWS & COMPANY INSIGHTS

May 152020-05-22T14:49:51+00:00

May 01

2020-05-15T15:14:43+00:00

REPORTS: IT System Integrators: FY19 Q4 Earnings Preview Fanuc (6954 JT) FY19 Results Gloomy Outlook for Motorcycle Sales INDUSTRY INSIGHTS: The car’s new function: as protective equipment Lockdown video game update SoftBank’s 5G network underscores backhaul is key for now Tokyoites are shunning ATMs and that augurs well for digital payments MACRO / MARKET: Japan slides ahead of Golden Week Plus additional EARNINGS PREVIEWS / RESULTS and COMPANY INSIGHTS

May 012020-05-15T15:14:43+00:00