Monthly Archives: August 2020

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Aug 21

2020-09-04T15:05:11+00:00

Highlights this week: REPORTS: Time for AI to Exit “The Trough of Disillusionment” Money Forward (3994 JT) Initiation MACRO: Japan’s weird 2Q numbers / trade data Convenience store sales get worse INDUSTRY INSIGHTS: Wireless triangulation encouraging Japan’s take-up of eCommerce Product Life Management to the fore Plus additional COMPANY INSIGHTS & RESULTS

Aug 212020-09-04T15:05:11+00:00

Aug 14

2020-08-21T13:04:02+00:00

Highlights this week: REPORTS: Lasertec (6920 JT) Daifuku (6383 JT) COMPANY INSIGHTS: Apple loses two patent cases AT&T looking to Sony as buyer of Crunchyroll Gaming moves that caught our eye: Square Enix / Nexon Might Pokémon Go return to China? Toyota and Mazda increase investment in US plant; read across to Daifuku MACRO: Tertiary industry activity +7.9% MoM in June Plus additional COMPANY RESULTS

Aug 142020-08-21T13:04:02+00:00

Aug 07

2020-08-14T12:49:19+00:00

Highlights this week: REPORTS: ZOZO (3092 JT) Toyota (7203 JT) COMPANY INSIGHTS: Z Holdings and LINE to merge in Mar 2021 RESULTS / PREVIEWS: Consumer Electronics: Sony’s impressive FY20 1Q OP Nintendo’s staggering FY20 Q1 OP +428% YoY Video Games: Square Enix Q1 OP +242% Capcom Q1 OP +39% YoY Nexon, DeNA and Mercari beat estimates Plus COMPANY RESULTS & PREVIEWS

Aug 072020-08-14T12:49:19+00:00