July 31

2020-08-07T13:12:17+00:00

Highlights this week: REPORTS: Asahi Kasei (3407 JT) Nidec (6954 JT) Nissan (7201 JT) Fanuc (6954 JT) Yaskawa (6506 JT) INDUSTRY INSIGHTS: Q1 2020 software spend even stronger than originally thought MACRO: Japan’s trade data Plus additional COMPANY PREVIEWS / RESULTS and INSIGHTS

July 312020-08-07T13:12:17+00:00

July 17

2020-07-31T14:51:00+00:00

Highlights this week: REPORT: Nintendo’s 1Q FY20 Preview Sony (6758 JT): PS5 Production Plans Raised MARKET / MACRO China’s curious economy (statistically speaking) INDUSTRY INSIGHTS: Auto sector outperforms on hopes for H2 sales recovery Automation and A/C stocks still hitting new highs Plus additional INDUSTRY & COMPANY INSIGHTS

July 172020-07-31T14:51:00+00:00

July 10

2020-07-20T14:16:59+00:00

Highlights this week: REPORTS: Oro (3983 JT) Yaskawa Electric (6506 JT) Densan Systems (3630 JT) MARKET / MACRO: The “Lying-V” shape recovery Masayoshi vs Masatoshi Latest Japan data indicates economy on a knife edge Economy Watchers Survey ahead of expectations PPI better than expected Plus additional INDUSTRY and COMPANY INSIGHTS

July 102020-07-20T14:16:59+00:00
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